Asset Allocation

As of March 31, 2026.
Type % Net
Cash 7.64%
Stock 90.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.21%
Other 1.26%
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Market Capitalization

As of March 31, 2026
Large 2.61%
Mid 31.73%
Small 65.67%
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Region Exposure

% Developed Markets: 81.71%    % Emerging Markets: 10.52%    % Unidentified Markets: 7.77%

Americas 10.90%
9.09%
Canada 8.27%
United States 0.83%
1.81%
Brazil 0.72%
Chile 0.01%
Colombia 0.04%
Mexico 0.25%
Peru 0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.14%
United Kingdom 7.62%
24.31%
Austria 1.20%
Belgium 1.17%
Denmark 1.04%
Finland 0.80%
France 2.94%
Germany 2.68%
Greece 0.00%
Ireland 0.02%
Italy 3.13%
Netherlands 1.05%
Norway 1.83%
Portugal 0.44%
Spain 1.74%
Sweden 3.55%
Switzerland 2.48%
1.13%
Czech Republic 0.00%
Poland 0.10%
Turkey 0.53%
2.07%
Egypt 0.00%
Israel 1.01%
Qatar 0.01%
Saudi Arabia 0.37%
South Africa 0.63%
United Arab Emirates 0.05%
Greater Asia 46.19%
Japan 24.57%
5.25%
Australia 5.24%
9.29%
Hong Kong 1.29%
Singapore 0.92%
South Korea 2.68%
Taiwan 4.41%
7.08%
China 1.51%
India 3.06%
Indonesia 0.76%
Malaysia 0.64%
Philippines 0.31%
Thailand 0.79%
Unidentified Region 7.77%

Stock Sector Exposure

Cyclical
42.55%
Materials
12.93%
Consumer Discretionary
9.38%
Financials
13.58%
Real Estate
6.66%
Sensitive
44.43%
Communication Services
2.68%
Energy
5.16%
Industrials
23.86%
Information Technology
12.73%
Defensive
12.31%
Consumer Staples
7.15%
Health Care
4.25%
Utilities
0.91%
Not Classified
0.72%
Non Classified Equity
0.72%
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