Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.65%
Stock 96.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.63%
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Market Capitalization

As of March 31, 2026
Large 83.55%
Mid 13.05%
Small 3.40%
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Region Exposure

% Developed Markets: 84.29%    % Emerging Markets: 12.63%    % Unidentified Markets: 3.08%

Americas 9.38%
5.93%
Canada 3.74%
United States 2.19%
3.44%
Brazil 1.87%
Chile 0.04%
Colombia 0.03%
Mexico 0.41%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.35%
United Kingdom 11.34%
38.28%
Austria 0.51%
Belgium 0.69%
Denmark 0.27%
France 8.98%
Germany 10.67%
Greece 0.52%
Ireland 3.55%
Italy 1.44%
Netherlands 6.64%
Spain 0.32%
Sweden 1.32%
Switzerland 2.05%
0.62%
Poland 0.20%
Turkey 0.33%
1.12%
Israel 0.42%
Qatar 0.04%
Saudi Arabia 0.06%
South Africa 0.47%
United Arab Emirates 0.14%
Greater Asia 36.19%
Japan 8.84%
0.32%
Australia 0.20%
17.90%
Hong Kong 1.34%
Singapore 3.33%
South Korea 5.11%
Taiwan 8.12%
9.13%
China 5.74%
India 2.86%
Indonesia 0.28%
Malaysia 0.15%
Thailand 0.11%
Unidentified Region 3.08%

Stock Sector Exposure

Cyclical
36.54%
Materials
5.42%
Consumer Discretionary
9.29%
Financials
21.30%
Real Estate
0.53%
Sensitive
54.32%
Communication Services
8.48%
Energy
1.71%
Industrials
18.99%
Information Technology
25.14%
Defensive
9.14%
Consumer Staples
3.43%
Health Care
4.55%
Utilities
1.16%
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