Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.30%
Stock 96.09%
Bond 1.55%
Convertible 0.00%
Preferred 0.88%
Other 0.18%
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Market Capitalization

As of March 31, 2026
Large 55.77%
Mid 21.39%
Small 22.83%
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Region Exposure

% Developed Markets: 87.57%    % Emerging Markets: 11.20%    % Unidentified Markets: 1.23%

Americas 3.14%
1.80%
Canada 1.80%
1.34%
Brazil 1.34%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.36%
United Kingdom 12.23%
50.12%
Austria 1.03%
Belgium 2.17%
Denmark 1.39%
France 11.54%
Germany 7.80%
Ireland 4.20%
Netherlands 10.60%
Spain 1.42%
Switzerland 9.99%
0.00%
0.00%
Greater Asia 33.27%
Japan 8.93%
3.68%
Australia 3.68%
10.80%
Hong Kong 7.70%
South Korea 3.10%
9.86%
China 8.62%
Kazakhstan 1.24%
Unidentified Region 1.23%

Stock Sector Exposure

Cyclical
43.27%
Materials
7.08%
Consumer Discretionary
24.26%
Financials
11.93%
Real Estate
0.00%
Sensitive
32.94%
Communication Services
0.00%
Energy
0.00%
Industrials
25.02%
Information Technology
7.92%
Defensive
19.70%
Consumer Staples
9.92%
Health Care
7.22%
Utilities
2.55%
Not Classified
4.09%
Non Classified Equity
1.24%
Not Classified - Non Equity
2.85%
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