Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.14%
Stock 98.59%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 35.28%
Mid 45.25%
Small 19.47%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 1.41%
1.41%
Canada 1.41%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 84.86%
United Kingdom 16.68%
68.18%
Denmark 4.05%
Finland 4.45%
France 9.72%
Germany 11.88%
Netherlands 11.89%
Norway 9.60%
Sweden 3.26%
Switzerland 13.32%
0.00%
0.00%
Greater Asia 13.73%
Japan 8.16%
4.26%
Australia 4.26%
1.31%
Singapore 1.31%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.24%
Materials
8.52%
Consumer Discretionary
4.64%
Financials
11.09%
Real Estate
0.00%
Sensitive
44.29%
Communication Services
10.09%
Energy
8.58%
Industrials
16.32%
Information Technology
9.30%
Defensive
31.47%
Consumer Staples
15.48%
Health Care
15.99%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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