Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.65%
Stock 98.17%
Bond 1.18%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 96.29%    % Emerging Markets: 2.46%    % Unidentified Markets: 1.24%

Americas 66.38%
63.92%
Canada 0.93%
United States 62.99%
2.46%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.01%
United Kingdom 12.86%
12.15%
France 4.40%
Germany 2.48%
Ireland 2.41%
Italy 2.86%
0.00%
0.00%
Greater Asia 7.37%
Japan 1.45%
0.00%
5.92%
Hong Kong 3.35%
Taiwan 2.58%
0.00%
Unidentified Region 1.24%

Stock Sector Exposure

Cyclical
30.69%
Materials
4.22%
Consumer Discretionary
8.16%
Financials
14.88%
Real Estate
3.42%
Sensitive
50.46%
Communication Services
9.37%
Energy
5.11%
Industrials
12.70%
Information Technology
23.29%
Defensive
18.85%
Consumer Staples
5.71%
Health Care
10.84%
Utilities
2.30%
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