Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.53%
Stock 96.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.28%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.72%

Americas 4.45%
2.53%
Canada 0.39%
United States 2.13%
1.93%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.97%
United Kingdom 8.76%
56.21%
Denmark 1.72%
Finland 2.14%
France 14.56%
Germany 7.52%
Ireland 1.90%
Italy 3.77%
Netherlands 6.87%
Spain 4.12%
Sweden 1.90%
Switzerland 11.72%
0.00%
0.00%
Greater Asia 29.86%
Japan 16.96%
2.33%
Australia 2.33%
10.56%
Hong Kong 4.31%
Singapore 2.03%
Taiwan 4.22%
0.00%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
24.87%
Materials
5.34%
Consumer Discretionary
12.98%
Financials
4.46%
Real Estate
2.09%
Sensitive
50.79%
Communication Services
3.34%
Energy
3.02%
Industrials
19.07%
Information Technology
25.37%
Defensive
24.33%
Consumer Staples
2.13%
Health Care
19.76%
Utilities
2.44%
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