Asset Allocation

As of March 31, 2026.
Type % Net
Cash 21.43%
Stock 79.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.84%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.66%    % Emerging Markets: 6.18%    % Unidentified Markets: -0.84%

Americas 27.83%
20.61%
Canada 20.30%
United States 0.32%
7.21%
Mexico 3.43%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.11%
United Kingdom 12.05%
40.52%
Belgium 0.78%
France 8.61%
Germany 9.17%
Ireland 6.63%
Italy 1.17%
Netherlands 5.58%
Norway 1.36%
Spain 0.84%
Sweden 0.60%
Switzerland 5.79%
0.00%
1.53%
Israel 1.53%
Greater Asia 18.91%
Japan 11.87%
0.00%
4.28%
Hong Kong 1.82%
South Korea 2.46%
2.75%
India 1.10%
Indonesia 1.00%
Thailand 0.66%
Unidentified Region -0.84%

Stock Sector Exposure

Cyclical
50.69%
Materials
2.21%
Consumer Discretionary
9.27%
Financials
39.21%
Real Estate
0.00%
Sensitive
25.83%
Communication Services
1.85%
Energy
5.03%
Industrials
12.31%
Information Technology
6.64%
Defensive
21.81%
Consumer Staples
9.34%
Health Care
12.47%
Utilities
0.00%
Not Classified
1.67%
Non Classified Equity
1.67%
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