Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.57%
Stock 95.41%
Bond 2.01%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 14.26%
Mid 52.66%
Small 33.08%
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Region Exposure

% Developed Markets: 96.52%    % Emerging Markets: 0.73%    % Unidentified Markets: 2.75%

Americas 93.75%
91.98%
Canada 1.64%
United States 90.34%
1.76%
Brazil 0.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.51%
United Kingdom 1.83%
1.68%
Ireland 1.12%
Switzerland 0.56%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.75%

Stock Sector Exposure

Cyclical
19.22%
Materials
1.37%
Consumer Discretionary
10.44%
Financials
6.52%
Real Estate
0.89%
Sensitive
59.95%
Communication Services
1.25%
Energy
5.14%
Industrials
31.23%
Information Technology
22.33%
Defensive
16.05%
Consumer Staples
1.63%
Health Care
13.53%
Utilities
0.89%
Not Classified
4.78%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.78%
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