Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.00%
Stock 98.13%
Bond 1.94%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of March 31, 2026
Large 39.03%
Mid 13.83%
Small 47.14%
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Region Exposure

% Developed Markets: 97.50%    % Emerging Markets: 2.56%    % Unidentified Markets: -0.06%

Americas 85.63%
85.53%
Canada 1.08%
United States 84.45%
0.10%
Mexico 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.77%
United Kingdom 1.83%
5.86%
Germany 1.35%
Ireland 0.38%
Netherlands 0.57%
Switzerland 3.55%
0.00%
0.08%
Israel 0.08%
Greater Asia 6.66%
Japan 1.62%
0.00%
2.49%
Hong Kong 2.04%
Singapore 0.45%
2.55%
China 2.55%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
19.46%
Materials
1.79%
Consumer Discretionary
12.80%
Financials
4.87%
Real Estate
0.00%
Sensitive
51.02%
Communication Services
6.58%
Energy
0.38%
Industrials
13.19%
Information Technology
30.88%
Defensive
27.42%
Consumer Staples
0.88%
Health Care
26.54%
Utilities
0.00%
Not Classified
2.10%
Non Classified Equity
0.16%
Not Classified - Non Equity
1.94%
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