Asset Allocation

As of March 31, 2026.
Type % Net
Cash 6.40%
Stock 93.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.32%
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Market Capitalization

As of March 31, 2026
Large 27.78%
Mid 39.38%
Small 32.84%
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Region Exposure

% Developed Markets: 95.04%    % Emerging Markets: 5.61%    % Unidentified Markets: -0.65%

Americas 7.37%
7.37%
Canada 7.37%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.47%
United Kingdom 9.04%
49.43%
Austria 2.85%
Finland 3.35%
France 23.36%
Netherlands 9.47%
Portugal 6.24%
Spain 4.16%
0.00%
0.00%
Greater Asia 34.81%
Japan 22.87%
0.00%
6.33%
Hong Kong 6.33%
5.61%
China 3.40%
India 2.21%
Unidentified Region -0.65%

Stock Sector Exposure

Cyclical
27.62%
Materials
12.36%
Consumer Discretionary
11.37%
Financials
3.88%
Real Estate
0.00%
Sensitive
52.38%
Communication Services
3.78%
Energy
6.68%
Industrials
19.49%
Information Technology
22.43%
Defensive
20.00%
Consumer Staples
3.39%
Health Care
13.39%
Utilities
3.21%
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