Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.98%
Stock 98.56%
Bond 0.12%
Convertible 0.00%
Preferred 0.46%
Other -0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 52.55%
Mid 20.81%
Small 26.63%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.60%    % Emerging Markets: 7.48%    % Unidentified Markets: -0.08%

Americas 35.07%
34.22%
Canada 1.29%
United States 32.93%
0.85%
Brazil 0.79%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.99%
United Kingdom 7.78%
33.21%
Belgium 1.62%
Denmark 1.12%
France 8.08%
Germany 5.33%
Ireland 2.50%
Netherlands 8.12%
Norway 0.00%
Spain 1.02%
Sweden 0.01%
Switzerland 5.41%
0.00%
0.00%
Greater Asia 24.02%
Japan 5.10%
3.44%
Australia 3.44%
8.79%
Hong Kong 6.38%
Singapore 0.01%
South Korea 2.40%
6.69%
China 5.76%
Kazakhstan 0.93%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
44.98%
Materials
7.37%
Consumer Discretionary
26.99%
Financials
10.61%
Real Estate
0.00%
Sensitive
35.29%
Communication Services
0.00%
Energy
0.00%
Industrials
22.17%
Information Technology
13.12%
Defensive
17.68%
Consumer Staples
4.99%
Health Care
10.72%
Utilities
1.97%
Not Classified
2.05%
Non Classified Equity
0.96%
Not Classified - Non Equity
1.09%
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