Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.22%
Stock 99.35%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other 0.29%
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Market Capitalization

As of March 31, 2026
Large 79.88%
Mid 18.75%
Small 1.37%
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Region Exposure

% Developed Markets: 90.52%    % Emerging Markets: 9.03%    % Unidentified Markets: 0.45%

Americas 51.49%
46.50%
United States 46.50%
4.99%
Brazil 2.86%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.39%
United Kingdom 10.23%
26.16%
France 3.68%
Germany 7.04%
Ireland 6.23%
Netherlands 3.08%
Sweden 2.40%
Switzerland 3.73%
0.00%
0.00%
Greater Asia 11.66%
Japan 0.00%
0.00%
7.63%
Hong Kong 2.90%
Taiwan 4.73%
4.04%
India 1.98%
Indonesia 2.06%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
40.22%
Materials
0.00%
Consumer Discretionary
6.80%
Financials
33.42%
Real Estate
0.00%
Sensitive
47.14%
Communication Services
6.54%
Energy
0.00%
Industrials
21.49%
Information Technology
19.11%
Defensive
12.34%
Consumer Staples
3.53%
Health Care
8.81%
Utilities
0.00%
Not Classified
0.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.30%
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