Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.66%
Stock 99.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of March 31, 2026
Large 45.42%
Mid 21.79%
Small 32.80%
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Region Exposure

% Developed Markets: 95.21%    % Emerging Markets: 4.30%    % Unidentified Markets: 0.49%

Americas 90.82%
87.52%
United States 87.52%
3.30%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.59%
United Kingdom 0.00%
2.47%
Ireland 2.47%
0.00%
1.12%
Israel 1.12%
Greater Asia 5.09%
Japan 0.00%
0.00%
3.49%
Hong Kong 1.89%
Singapore 1.60%
1.61%
China 1.61%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
88.59%
Materials
0.71%
Consumer Discretionary
87.87%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
11.41%
Consumer Staples
11.41%
Health Care
0.00%
Utilities
0.00%
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