Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.49%
Stock 98.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.50%
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Market Capitalization

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

% Developed Markets: 84.63%    % Emerging Markets: 16.04%    % Unidentified Markets: -0.66%

Americas 9.64%
2.66%
Canada 2.58%
United States 0.08%
6.99%
Mexico 6.99%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.52%
United Kingdom 19.20%
47.49%
Austria 3.67%
Finland 0.95%
France 14.84%
Germany 6.47%
Ireland 4.98%
Netherlands 3.98%
Portugal 3.59%
Spain 4.21%
Sweden 4.80%
Switzerland 0.02%
0.00%
3.84%
Israel 3.84%
Greater Asia 20.49%
Japan 6.69%
0.00%
7.69%
Hong Kong 4.12%
Singapore 3.57%
6.11%
China 2.76%
India 3.35%
Unidentified Region -0.66%

Stock Sector Exposure

Cyclical
36.46%
Materials
9.70%
Consumer Discretionary
20.27%
Financials
6.50%
Real Estate
0.00%
Sensitive
32.63%
Communication Services
3.42%
Energy
3.66%
Industrials
10.81%
Information Technology
14.73%
Defensive
27.90%
Consumer Staples
13.59%
Health Care
12.46%
Utilities
1.85%
Not Classified
3.00%
Non Classified Equity
3.00%
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