Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.44%
Stock 94.34%
Bond 0.35%
Convertible 0.00%
Preferred 3.44%
Other 1.43%
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Market Capitalization

As of March 31, 2026
Large 84.85%
Mid 13.32%
Small 1.83%
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Region Exposure

% Developed Markets: 87.18%    % Emerging Markets: 11.00%    % Unidentified Markets: 1.83%

Americas 16.76%
10.20%
Canada 4.13%
United States 6.07%
6.56%
Brazil 2.59%
Mexico 1.88%
Peru 1.44%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.82%
United Kingdom 15.32%
44.50%
Belgium 1.49%
Denmark 0.79%
France 9.05%
Germany 8.20%
Ireland 6.69%
Netherlands 3.32%
Spain 4.00%
Switzerland 10.02%
0.00%
0.00%
Greater Asia 21.59%
Japan 5.61%
0.00%
10.90%
Hong Kong 5.16%
South Korea 1.94%
Taiwan 3.80%
5.08%
China 2.47%
India 2.61%
Unidentified Region 1.83%

Stock Sector Exposure

Cyclical
43.78%
Materials
7.44%
Consumer Discretionary
9.45%
Financials
26.16%
Real Estate
0.72%
Sensitive
31.00%
Communication Services
5.28%
Energy
4.56%
Industrials
10.53%
Information Technology
10.63%
Defensive
21.72%
Consumer Staples
6.57%
Health Care
15.01%
Utilities
0.14%
Not Classified
3.50%
Non Classified Equity
2.80%
Not Classified - Non Equity
0.70%
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