Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.58%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 63.75%
Mid 20.22%
Small 16.03%
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Region Exposure

% Developed Markets: 96.96%    % Emerging Markets: 3.04%    % Unidentified Markets: 0.00%

Americas 68.00%
64.96%
Canada 4.67%
United States 60.29%
3.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.86%
United Kingdom 3.72%
18.14%
Denmark 3.09%
Germany 3.21%
Ireland 3.41%
Spain 2.63%
Switzerland 5.80%
0.00%
0.00%
Greater Asia 10.14%
Japan 2.65%
0.00%
7.49%
Singapore 3.76%
Taiwan 3.73%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.89%
Materials
2.65%
Consumer Discretionary
13.07%
Financials
16.17%
Real Estate
0.00%
Sensitive
52.78%
Communication Services
2.10%
Energy
2.81%
Industrials
17.72%
Information Technology
30.15%
Defensive
15.33%
Consumer Staples
0.00%
Health Care
15.33%
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