Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.12%
Stock 99.41%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
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Market Capitalization

As of March 31, 2026
Large 58.10%
Mid 26.38%
Small 15.52%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.48%

Americas 90.93%
90.93%
Canada 1.80%
United States 89.13%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.66%
United Kingdom 2.38%
5.28%
Finland 0.00%
France 1.35%
Germany 0.41%
Ireland 1.36%
Italy 0.28%
Netherlands 0.51%
Switzerland 1.37%
0.00%
0.00%
Greater Asia 0.94%
Japan 0.00%
0.00%
0.94%
Taiwan 0.94%
0.00%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
34.87%
Materials
3.39%
Consumer Discretionary
7.14%
Financials
20.37%
Real Estate
3.96%
Sensitive
39.70%
Communication Services
7.39%
Energy
6.61%
Industrials
12.80%
Information Technology
12.90%
Defensive
24.25%
Consumer Staples
5.47%
Health Care
12.87%
Utilities
5.92%
Not Classified
1.17%
Non Classified Equity
0.95%
Not Classified - Non Equity
0.23%
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