Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.20%
Stock 95.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of March 31, 2026
Large 75.09%
Mid 23.98%
Small 0.93%
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Region Exposure

% Developed Markets: 92.29%    % Emerging Markets: 7.43%    % Unidentified Markets: 0.28%

Americas 12.88%
4.20%
Canada 3.83%
United States 0.38%
8.68%
Mexico 4.12%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.10%
United Kingdom 13.51%
48.74%
Belgium 0.94%
France 10.35%
Germany 11.03%
Ireland 7.98%
Italy 1.41%
Netherlands 6.71%
Norway 1.63%
Spain 1.01%
Sweden 0.72%
Switzerland 6.96%
0.00%
1.84%
Israel 1.84%
Greater Asia 22.74%
Japan 14.28%
0.00%
5.15%
Hong Kong 2.19%
South Korea 2.95%
3.31%
India 1.32%
Indonesia 1.20%
Thailand 0.79%
Unidentified Region 0.28%

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