Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.27%
Stock 97.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.57%
Other 0.70%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 61.38%
Mid 23.88%
Small 14.74%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.53%    % Emerging Markets: 5.86%    % Unidentified Markets: 1.62%

Americas 4.26%
0.47%
Canada 0.47%
United States 0.00%
3.79%
Brazil 1.18%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.46%
United Kingdom 27.44%
45.70%
Belgium 1.97%
France 16.82%
Germany 8.80%
Italy 3.13%
Netherlands 5.62%
Spain 6.89%
Switzerland 2.45%
0.32%
Russia 0.32%
0.00%
Greater Asia 20.65%
Japan 3.24%
0.00%
13.06%
Hong Kong 2.82%
Singapore 2.05%
South Korea 8.19%
4.35%
Indonesia 3.40%
Kazakhstan 0.96%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
41.29%
Materials
6.21%
Consumer Discretionary
11.80%
Financials
23.27%
Real Estate
0.00%
Sensitive
40.38%
Communication Services
5.69%
Energy
13.81%
Industrials
15.35%
Information Technology
5.53%
Defensive
18.33%
Consumer Staples
10.14%
Health Care
8.20%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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