Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.33%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 86.93%
Mid 11.05%
Small 2.02%
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Region Exposure

% Developed Markets: 97.68%    % Emerging Markets: 0.02%    % Unidentified Markets: 2.29%

Americas 94.94%
94.94%
Canada 0.08%
United States 94.86%
0.01%
Mexico 0.00%
Peru 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.75%
United Kingdom 0.84%
1.90%
Ireland 1.66%
Switzerland 0.24%
0.00%
0.01%
South Africa 0.01%
Greater Asia 0.02%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
0.00%
China 0.00%
Indonesia 0.00%
Unidentified Region 2.29%

Stock Sector Exposure

Cyclical
25.69%
Materials
1.84%
Consumer Discretionary
8.99%
Financials
13.56%
Real Estate
1.29%
Sensitive
56.83%
Communication Services
10.61%
Energy
3.80%
Industrials
8.60%
Information Technology
33.82%
Defensive
17.49%
Consumer Staples
4.98%
Health Care
10.02%
Utilities
2.49%
Not Classified
0.00%
Non Classified Equity
0.00%
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