Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.15%
Stock 99.44%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of March 31, 2026
Large 85.12%
Mid 11.29%
Small 3.59%
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Region Exposure

% Developed Markets: 97.79%    % Emerging Markets: 1.81%    % Unidentified Markets: 0.40%

Americas 67.00%
65.21%
Canada -0.00%
United States 65.21%
1.79%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.26%
United Kingdom 12.53%
10.73%
France 4.27%
Germany 2.30%
Ireland 1.61%
Italy 2.55%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 9.34%
Japan 2.75%
0.00%
6.57%
Hong Kong 3.07%
Taiwan 3.50%
0.02%
India 0.02%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
30.45%
Materials
5.21%
Consumer Discretionary
8.65%
Financials
14.18%
Real Estate
2.41%
Sensitive
50.53%
Communication Services
8.46%
Energy
5.25%
Industrials
11.96%
Information Technology
24.85%
Defensive
18.75%
Consumer Staples
5.40%
Health Care
11.08%
Utilities
2.27%
Not Classified
0.27%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.27%
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