Asset Allocation

As of March 31, 2025.
Type % Net
Cash 1.88%
Stock 98.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2025
Large 68.35%
Mid 23.47%
Small 8.18%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 34.33%
34.33%
Canada 1.86%
United States 32.47%
0.00%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.77%
United Kingdom 11.31%
34.46%
Denmark 3.79%
Finland 8.30%
France 4.42%
Germany 2.70%
Ireland 2.08%
Norway 1.84%
Sweden 3.03%
Switzerland 5.91%
0.00%
0.00%
Greater Asia 20.00%
Japan 10.73%
0.00%
9.27%
Hong Kong 4.18%
Singapore 5.09%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
53.27%
Materials
10.20%
Consumer Discretionary
16.94%
Financials
26.13%
Real Estate
0.00%
Sensitive
33.93%
Communication Services
2.03%
Energy
3.58%
Industrials
19.43%
Information Technology
8.90%
Defensive
12.80%
Consumer Staples
2.93%
Health Care
9.87%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2025
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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