Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.36%
Stock 92.26%
Bond 2.20%
Convertible 0.00%
Preferred 0.00%
Other 1.18%
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Market Capitalization

As of March 31, 2026
Large 83.44%
Mid 13.47%
Small 3.10%
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Region Exposure

% Developed Markets: 86.35%    % Emerging Markets: 9.64%    % Unidentified Markets: 4.01%

Americas 3.10%
3.10%
United States 3.10%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.84%
United Kingdom 21.81%
33.24%
Belgium 2.62%
Denmark 3.14%
France 8.63%
Germany 6.62%
Greece 1.54%
Ireland 0.53%
Italy 1.16%
Netherlands 1.28%
Spain 1.85%
Switzerland 5.84%
1.78%
Czech Republic 1.17%
Russia 0.61%
0.00%
Greater Asia 36.06%
Japan 7.11%
0.00%
21.09%
Hong Kong 3.37%
Singapore 0.17%
South Korea 12.05%
Taiwan 5.50%
7.86%
China 7.86%
Unidentified Region 4.01%

Stock Sector Exposure

Cyclical
24.89%
Materials
2.75%
Consumer Discretionary
0.50%
Financials
18.75%
Real Estate
2.89%
Sensitive
43.42%
Communication Services
3.36%
Energy
0.00%
Industrials
33.14%
Information Technology
6.92%
Defensive
25.73%
Consumer Staples
8.66%
Health Care
3.55%
Utilities
13.51%
Not Classified
5.96%
Non Classified Equity
1.05%
Not Classified - Non Equity
4.91%
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