Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.31%
Stock 98.36%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of March 31, 2026
Large 76.48%
Mid 14.39%
Small 9.14%
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Region Exposure

% Developed Markets: 98.60%    % Emerging Markets: 0.03%    % Unidentified Markets: 1.37%

Americas 97.66%
96.11%
United States 96.11%
1.55%
Brazil 0.03%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.97%
United Kingdom 0.35%
0.62%
Ireland 0.23%
Netherlands 0.16%
Switzerland 0.24%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
32.64%
Materials
1.76%
Consumer Discretionary
12.00%
Financials
17.04%
Real Estate
1.85%
Sensitive
49.97%
Communication Services
10.63%
Energy
3.47%
Industrials
7.67%
Information Technology
28.20%
Defensive
17.26%
Consumer Staples
4.70%
Health Care
9.92%
Utilities
2.65%
Not Classified
0.12%
Non Classified Equity
0.12%
Not Classified - Non Equity
0.00%
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