Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.17%
Stock 96.93%
Bond 1.21%
Convertible 0.00%
Preferred 0.00%
Other 0.68%
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Market Capitalization

As of March 31, 2026
Large 74.48%
Mid 23.44%
Small 2.07%
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Region Exposure

% Developed Markets: 98.29%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.71%

Americas 91.85%
91.85%
Canada 1.68%
United States 90.17%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.08%
United Kingdom 3.29%
1.80%
Ireland 1.80%
0.00%
0.00%
Greater Asia 1.35%
Japan 0.00%
1.35%
Australia 1.35%
0.00%
0.00%
Unidentified Region 1.71%

Stock Sector Exposure

Cyclical
36.85%
Materials
14.57%
Consumer Discretionary
4.10%
Financials
18.18%
Real Estate
0.00%
Sensitive
39.09%
Communication Services
4.39%
Energy
13.86%
Industrials
13.89%
Information Technology
6.94%
Defensive
21.67%
Consumer Staples
3.86%
Health Care
15.60%
Utilities
2.20%
Not Classified
2.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.40%
As of March 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available