Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.14%
Stock 95.48%
Bond 1.79%
Convertible 0.00%
Preferred 0.85%
Other 0.74%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 90.38%
Mid 8.61%
Small 1.01%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.80%    % Emerging Markets: 0.51%    % Unidentified Markets: 2.69%

Americas 6.75%
6.25%
Canada 4.17%
United States 2.07%
0.51%
Brazil 0.26%
Mexico 0.25%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.01%
United Kingdom 19.96%
42.86%
Belgium 2.18%
Denmark 1.81%
Finland 0.47%
France 6.67%
Germany 9.37%
Ireland 2.54%
Italy 2.79%
Netherlands 4.64%
Spain 4.89%
Sweden 2.91%
Switzerland 4.60%
0.00%
0.19%
Israel 0.19%
Greater Asia 27.55%
Japan 18.95%
0.38%
Australia 0.38%
8.21%
Hong Kong 2.07%
Singapore 1.15%
South Korea 2.44%
Taiwan 2.56%
0.00%
Unidentified Region 2.69%

Stock Sector Exposure

Cyclical
40.72%
Materials
7.61%
Consumer Discretionary
7.02%
Financials
26.09%
Real Estate
0.00%
Sensitive
41.53%
Communication Services
0.72%
Energy
4.57%
Industrials
23.38%
Information Technology
12.87%
Defensive
13.95%
Consumer Staples
3.20%
Health Care
8.77%
Utilities
1.98%
Not Classified
3.79%
Non Classified Equity
0.76%
Not Classified - Non Equity
3.03%
As of March 31, 2026
View Region Exposure
Start Trial

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