Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.58%
Stock 98.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 85.49%
Mid 9.15%
Small 5.37%
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Region Exposure

% Developed Markets: 75.39%    % Emerging Markets: 23.03%    % Unidentified Markets: 1.58%

Americas 26.45%
13.02%
Canada 3.99%
United States 9.03%
13.43%
Brazil 3.91%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.33%
United Kingdom 3.86%
40.46%
Denmark 0.54%
France 9.47%
Germany 2.86%
Ireland 2.77%
Italy 3.62%
Netherlands 10.05%
Sweden 2.82%
0.00%
0.00%
Greater Asia 27.65%
Japan 0.77%
0.00%
17.27%
Singapore 3.64%
Taiwan 13.64%
9.60%
China 9.60%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
47.73%
Materials
0.00%
Consumer Discretionary
35.90%
Financials
11.83%
Real Estate
0.00%
Sensitive
44.57%
Communication Services
12.43%
Energy
0.00%
Industrials
3.69%
Information Technology
28.45%
Defensive
7.70%
Consumer Staples
3.31%
Health Care
4.39%
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