Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.75%
Stock 98.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of March 31, 2026
Large 90.92%
Mid 7.87%
Small 1.22%
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Region Exposure

% Developed Markets: 94.66%    % Emerging Markets: 3.91%    % Unidentified Markets: 1.42%

Americas 11.11%
9.75%
Canada 8.96%
United States 0.79%
1.37%
Mexico 1.37%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.81%
United Kingdom 16.11%
36.70%
Denmark 0.19%
France 8.59%
Germany 8.55%
Ireland 5.96%
Italy 0.64%
Spain 3.96%
Switzerland 8.82%
0.00%
0.00%
Greater Asia 34.65%
Japan 14.36%
1.81%
Australia 1.81%
15.93%
Hong Kong 4.02%
Singapore 1.92%
South Korea 4.83%
Taiwan 5.17%
2.55%
China 1.58%
Indonesia 0.96%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
37.43%
Materials
8.70%
Consumer Discretionary
5.81%
Financials
22.92%
Real Estate
0.00%
Sensitive
41.73%
Communication Services
7.55%
Energy
6.81%
Industrials
11.32%
Information Technology
16.05%
Defensive
20.09%
Consumer Staples
5.47%
Health Care
9.60%
Utilities
5.01%
Not Classified
0.76%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.76%
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