Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.60%
Stock 97.48%
Bond 0.42%
Convertible 0.00%
Preferred 0.00%
Other 1.50%
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Market Capitalization

As of March 31, 2026
Large 83.25%
Mid 14.85%
Small 1.90%
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Region Exposure

% Developed Markets: 85.74%    % Emerging Markets: 12.25%    % Unidentified Markets: 2.01%

Americas 10.10%
7.10%
Canada 1.52%
United States 5.57%
3.00%
Brazil 3.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.48%
United Kingdom 24.21%
40.27%
Finland 2.06%
France 5.93%
Germany 7.82%
Ireland 3.11%
Netherlands 11.18%
Spain 2.79%
Sweden 1.74%
Switzerland 5.63%
0.00%
0.00%
Greater Asia 23.42%
Japan 4.74%
0.00%
9.42%
Hong Kong 5.06%
Taiwan 4.36%
9.26%
China 4.34%
India 2.67%
Indonesia 2.25%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
37.55%
Materials
0.00%
Consumer Discretionary
16.55%
Financials
21.00%
Real Estate
0.00%
Sensitive
50.50%
Communication Services
6.71%
Energy
0.00%
Industrials
27.11%
Information Technology
16.67%
Defensive
11.02%
Consumer Staples
2.10%
Health Care
8.92%
Utilities
0.00%
Not Classified
0.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.94%
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