Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.21%
Stock 97.34%
Bond 0.33%
Convertible 0.00%
Preferred 0.86%
Other 1.68%
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Market Capitalization

As of March 31, 2026
Large 88.58%
Mid 10.77%
Small 0.64%
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Region Exposure

% Developed Markets: 81.66%    % Emerging Markets: 16.15%    % Unidentified Markets: 2.18%

Americas 10.51%
7.90%
Canada 8.33%
United States -0.42%
2.61%
Brazil 1.52%
Chile 0.16%
Colombia 0.05%
Mexico 0.66%
Peru 0.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.40%
United Kingdom 8.65%
30.77%
Austria 0.19%
Belgium 0.53%
Denmark 1.00%
Finland 0.71%
France 5.56%
Germany 5.37%
Greece 0.15%
Ireland 0.64%
Italy 1.88%
Netherlands 3.63%
Norway 0.47%
Portugal 0.13%
Spain 2.22%
Sweden 1.95%
Switzerland 5.94%
0.63%
Czech Republic 0.07%
Poland 0.32%
Turkey 0.13%
3.35%
Egypt 0.02%
Israel 0.66%
Qatar 0.18%
Saudi Arabia 0.93%
South Africa 0.95%
United Arab Emirates 0.39%
Greater Asia 43.90%
Japan 13.57%
4.15%
Australia 4.02%
15.05%
Hong Kong 2.39%
Singapore 1.12%
South Korea 4.71%
Taiwan 6.81%
11.14%
China 6.19%
India 3.84%
Indonesia 0.28%
Malaysia 0.38%
Philippines 0.12%
Thailand 0.34%
Unidentified Region 2.18%

Stock Sector Exposure

Cyclical
41.28%
Materials
7.17%
Consumer Discretionary
8.52%
Financials
24.35%
Real Estate
1.24%
Sensitive
40.55%
Communication Services
4.98%
Energy
5.29%
Industrials
14.62%
Information Technology
15.67%
Defensive
16.83%
Consumer Staples
5.70%
Health Care
7.65%
Utilities
3.48%
Not Classified
0.61%
Non Classified Equity
0.61%
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