Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.48%
Stock 100.5%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 77.20%
Mid 14.89%
Small 7.91%
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Region Exposure

% Developed Markets: 80.94%    % Emerging Markets: 19.54%    % Unidentified Markets: -0.48%

Americas 13.49%
5.64%
Canada 5.64%
7.86%
Brazil 3.82%
Peru 1.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.70%
United Kingdom 3.96%
37.83%
Belgium 0.99%
Denmark 3.65%
France 5.08%
Germany 6.27%
Ireland 6.71%
Italy 2.33%
Netherlands 4.85%
Norway 0.68%
Sweden 2.71%
Switzerland 3.85%
0.00%
1.91%
South Africa 1.91%
Greater Asia 43.28%
Japan 13.73%
0.00%
19.78%
Hong Kong 5.54%
Singapore 2.43%
South Korea 3.93%
Taiwan 7.88%
9.77%
China 6.70%
India 2.37%
Kazakhstan 0.70%
Unidentified Region -0.48%

Stock Sector Exposure

Cyclical
43.95%
Materials
10.00%
Consumer Discretionary
9.85%
Financials
24.10%
Real Estate
0.00%
Sensitive
46.60%
Communication Services
7.89%
Energy
2.51%
Industrials
15.52%
Information Technology
20.68%
Defensive
8.76%
Consumer Staples
5.35%
Health Care
3.41%
Utilities
0.00%
Not Classified
0.70%
Non Classified Equity
0.70%
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