Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.04%
Stock 99.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.39%
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Market Capitalization

As of March 31, 2026
Large 88.33%
Mid 11.32%
Small 0.36%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.39%

Americas 95.83%
95.34%
Canada 1.05%
United States 94.29%
0.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.23%
United Kingdom 1.65%
1.58%
Ireland 0.38%
Netherlands 1.20%
0.00%
0.00%
Greater Asia 0.55%
Japan 0.00%
0.07%
Australia 0.07%
0.48%
Singapore 0.48%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
14.12%
Materials
1.30%
Consumer Discretionary
12.58%
Financials
0.24%
Real Estate
0.00%
Sensitive
70.60%
Communication Services
15.32%
Energy
0.66%
Industrials
3.52%
Information Technology
51.10%
Defensive
15.19%
Consumer Staples
8.55%
Health Care
5.10%
Utilities
1.54%
Not Classified
0.10%
Non Classified Equity
0.10%
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