Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.29%
Stock 96.23%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

As of March 31, 2026
Large 91.75%
Mid 7.71%
Small 0.53%
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Region Exposure

% Developed Markets: 92.15%    % Emerging Markets: 7.38%    % Unidentified Markets: 0.47%

Americas 12.67%
11.58%
Canada 8.38%
United States 3.20%
1.09%
Brazil 1.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.98%
United Kingdom 12.14%
29.27%
Belgium 0.68%
Denmark 0.81%
France 6.37%
Germany 6.35%
Italy 2.94%
Netherlands 4.73%
Spain 3.80%
Switzerland 3.10%
0.00%
1.57%
Israel 1.57%
Greater Asia 43.88%
Japan 17.51%
2.39%
Australia 2.39%
17.69%
Hong Kong 0.93%
Singapore 1.27%
South Korea 6.37%
Taiwan 9.12%
6.29%
China 4.48%
India 1.80%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
37.42%
Materials
6.89%
Consumer Discretionary
6.35%
Financials
23.74%
Real Estate
0.44%
Sensitive
40.81%
Communication Services
3.46%
Energy
3.77%
Industrials
14.20%
Information Technology
19.38%
Defensive
21.15%
Consumer Staples
6.26%
Health Care
10.46%
Utilities
4.43%
Not Classified
0.62%
Non Classified Equity
0.60%
Not Classified - Non Equity
0.02%
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