Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.03%
Stock 96.47%
Bond 0.95%
Convertible 0.00%
Preferred 0.17%
Other 1.38%
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Market Capitalization

As of March 31, 2026
Large 82.90%
Mid 15.40%
Small 1.70%
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Region Exposure

% Developed Markets: 96.83%    % Emerging Markets: 0.97%    % Unidentified Markets: 2.20%

Americas 3.11%
2.53%
Canada 1.19%
United States 1.34%
0.58%
Brazil 0.42%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.17%
United Kingdom 13.65%
53.04%
Austria 0.31%
Belgium 0.90%
Denmark 1.16%
Finland 1.48%
France 12.58%
Germany 9.65%
Greece 0.18%
Ireland 2.63%
Italy 1.84%
Netherlands 6.83%
Norway 1.32%
Spain 2.71%
Sweden 2.20%
Switzerland 8.65%
0.17%
0.31%
Israel 0.30%
South Africa 0.01%
Greater Asia 27.52%
Japan 18.23%
2.41%
Australia 2.38%
6.52%
Hong Kong 3.12%
Singapore 1.16%
South Korea 0.64%
Taiwan 1.53%
0.37%
China 0.31%
Indonesia 0.06%
Unidentified Region 2.20%

Stock Sector Exposure

Cyclical
38.04%
Materials
6.06%
Consumer Discretionary
12.08%
Financials
19.16%
Real Estate
0.74%
Sensitive
37.74%
Communication Services
3.07%
Energy
5.30%
Industrials
16.56%
Information Technology
12.81%
Defensive
22.28%
Consumer Staples
6.88%
Health Care
12.32%
Utilities
3.08%
Not Classified
1.95%
Non Classified Equity
0.16%
Not Classified - Non Equity
1.79%
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