Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.16%
Stock 97.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 2.53%
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Market Capitalization

As of March 31, 2026
Large 85.29%
Mid 13.93%
Small 0.78%
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Region Exposure

% Developed Markets: 97.43%    % Emerging Markets: 0.12%    % Unidentified Markets: 2.45%

Americas 0.40%
0.21%
United States 0.21%
0.20%
Mexico 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.39%
United Kingdom 13.99%
49.32%
Austria 0.31%
Belgium 0.87%
Denmark 1.61%
Finland 1.16%
France 9.11%
Germany 8.63%
Ireland 0.69%
Italy 3.06%
Netherlands 5.95%
Norway 0.74%
Portugal 0.20%
Spain 3.63%
Sweden 3.15%
Switzerland 9.61%
0.02%
Czech Republic 0.02%
1.05%
Israel 1.05%
Greater Asia 32.77%
Japan 22.33%
6.72%
Australia 6.49%
3.68%
Hong Kong 2.02%
Singapore 1.64%
0.04%
China 0.04%
Unidentified Region 2.45%

Stock Sector Exposure

Cyclical
39.88%
Materials
5.95%
Consumer Discretionary
8.32%
Financials
24.17%
Real Estate
1.44%
Sensitive
36.13%
Communication Services
4.18%
Energy
4.25%
Industrials
19.16%
Information Technology
8.54%
Defensive
22.16%
Consumer Staples
7.11%
Health Care
10.97%
Utilities
4.08%
Not Classified
1.84%
Non Classified Equity
0.34%
Not Classified - Non Equity
1.49%
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