Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.39%
Stock 92.84%
Bond 3.88%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of March 31, 2026
Large 77.06%
Mid 17.47%
Small 5.47%
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Region Exposure

% Developed Markets: 94.29%    % Emerging Markets: 2.63%    % Unidentified Markets: 3.08%

Americas 83.34%
80.71%
Canada 4.51%
United States 76.20%
2.63%
Brazil 2.63%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.66%
United Kingdom 0.00%
6.66%
Ireland 1.95%
0.00%
0.00%
Greater Asia 6.92%
Japan 0.00%
0.00%
6.92%
Singapore 2.36%
Taiwan 4.56%
0.00%
Unidentified Region 3.08%

Stock Sector Exposure

Cyclical
24.61%
Materials
0.00%
Consumer Discretionary
13.83%
Financials
10.79%
Real Estate
0.00%
Sensitive
67.46%
Communication Services
19.15%
Energy
0.00%
Industrials
6.55%
Information Technology
41.76%
Defensive
0.71%
Consumer Staples
0.00%
Health Care
0.71%
Utilities
0.00%
Not Classified
7.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.22%
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