Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.52%
Stock 95.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of March 31, 2026
Large 76.28%
Mid 22.71%
Small 1.01%
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Region Exposure

% Developed Markets: 92.50%    % Emerging Markets: 7.43%    % Unidentified Markets: 0.07%

Americas 13.24%
4.52%
Canada 1.07%
United States 3.44%
8.72%
Mexico 4.12%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.95%
United Kingdom 13.50%
48.60%
Belgium 0.94%
France 10.31%
Germany 10.99%
Ireland 7.96%
Italy 1.41%
Netherlands 6.71%
Norway 1.64%
Spain 1.01%
Sweden 0.72%
Switzerland 6.90%
0.00%
1.84%
Israel 1.84%
Greater Asia 22.75%
Japan 14.29%
0.00%
5.15%
Hong Kong 2.19%
South Korea 2.96%
3.31%
India 1.32%
Indonesia 1.20%
Thailand 0.79%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
50.70%
Materials
2.20%
Consumer Discretionary
9.26%
Financials
39.24%
Real Estate
0.00%
Sensitive
25.82%
Communication Services
1.85%
Energy
5.03%
Industrials
12.29%
Information Technology
6.64%
Defensive
21.82%
Consumer Staples
9.33%
Health Care
12.48%
Utilities
0.00%
Not Classified
1.66%
Non Classified Equity
1.66%
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