Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 99.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 99.11%
Mid 0.89%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 69.17%
69.17%
Canada 1.94%
United States 67.23%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.67%
United Kingdom 6.68%
19.99%
France 9.28%
Ireland 1.64%
Italy 0.88%
Netherlands 4.11%
Spain 0.99%
Sweden 1.98%
0.00%
0.00%
Greater Asia 4.12%
Japan 0.00%
0.00%
4.12%
Taiwan 4.12%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
29.66%
Materials
1.60%
Consumer Discretionary
12.35%
Financials
15.72%
Real Estate
0.00%
Sensitive
56.45%
Communication Services
10.75%
Energy
3.52%
Industrials
11.25%
Information Technology
30.93%
Defensive
13.86%
Consumer Staples
4.30%
Health Care
9.56%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
As of March 31, 2026
View Region Exposure
Start Trial

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