Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.29%
Stock 99.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of March 31, 2026
Large 81.75%
Mid 15.40%
Small 2.85%
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Region Exposure

% Developed Markets: 99.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.42%

Americas 91.31%
91.31%
United States 91.31%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.27%
United Kingdom 1.99%
6.28%
Ireland 5.15%
Switzerland 1.13%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
36.48%
Materials
4.17%
Consumer Discretionary
7.15%
Financials
22.80%
Real Estate
2.36%
Sensitive
42.18%
Communication Services
7.31%
Energy
7.81%
Industrials
15.83%
Information Technology
11.22%
Defensive
21.34%
Consumer Staples
4.50%
Health Care
11.63%
Utilities
5.20%
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