Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.78%
Stock 96.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.77%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 91.29%
Mid 8.58%
Small 0.13%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.21%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.79%

Americas 2.57%
2.57%
Canada 2.57%
United States 0.00%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.72%
United Kingdom 20.68%
55.04%
Austria 2.08%
Belgium 2.63%
Denmark 1.26%
Finland 2.94%
France 9.55%
Germany 15.52%
Italy 4.29%
Netherlands 7.16%
Norway 1.26%
Spain 3.39%
Sweden 0.43%
Switzerland 4.52%
0.00%
0.00%
Greater Asia 20.92%
Japan 19.70%
0.76%
Australia 0.76%
0.46%
Taiwan 0.46%
0.00%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
32.59%
Materials
4.82%
Consumer Discretionary
7.42%
Financials
20.35%
Real Estate
0.00%
Sensitive
50.02%
Communication Services
1.44%
Energy
8.11%
Industrials
27.81%
Information Technology
12.65%
Defensive
17.18%
Consumer Staples
1.79%
Health Care
9.65%
Utilities
5.75%
Not Classified
0.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.21%
As of March 31, 2026
View Region Exposure
Start Trial

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