Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 99.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.60%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 46.93%
Mid 15.63%
Small 37.44%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 96.70%
93.59%
United States 93.59%
3.10%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.41%
United Kingdom 0.00%
1.13%
Netherlands 1.13%
0.00%
0.29%
Israel 0.29%
Greater Asia 1.14%
Japan 0.00%
0.00%
1.14%
Hong Kong 1.14%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
7.00%
Materials
0.00%
Consumer Discretionary
4.92%
Financials
2.08%
Real Estate
0.00%
Sensitive
70.66%
Communication Services
11.73%
Energy
0.00%
Industrials
0.38%
Information Technology
58.55%
Defensive
22.19%
Consumer Staples
0.68%
Health Care
21.52%
Utilities
0.00%
Not Classified
0.15%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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