Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.39%
Stock 99.06%
Bond 3.39%
Convertible 0.00%
Preferred 0.00%
Other -5.84%
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Market Capitalization

As of March 31, 2026
Large 3.99%
Mid 14.14%
Small 81.86%
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Region Exposure

% Developed Markets: 102.1%    % Emerging Markets: 0.84%    % Unidentified Markets: -2.94%

Americas 99.15%
96.27%
Canada 0.27%
United States 96.00%
2.88%
Brazil 0.65%
Colombia 0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.56%
United Kingdom 1.41%
2.10%
Belgium 0.00%
Finland 0.07%
France 0.04%
Ireland 0.34%
Italy 0.01%
Netherlands 0.17%
Sweden 0.00%
Switzerland 0.25%
0.00%
0.04%
Israel 0.04%
Greater Asia 0.22%
Japan 0.00%
0.15%
Australia 0.15%
0.07%
Singapore 0.07%
0.00%
Unidentified Region -2.94%

Stock Sector Exposure

Cyclical
34.39%
Materials
5.11%
Consumer Discretionary
9.41%
Financials
15.06%
Real Estate
4.81%
Sensitive
41.76%
Communication Services
4.04%
Energy
5.16%
Industrials
17.88%
Information Technology
14.68%
Defensive
17.25%
Consumer Staples
2.70%
Health Care
12.48%
Utilities
2.07%
Not Classified
0.25%
Non Classified Equity
0.25%
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