Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.07%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.76%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 55.93%
Mid 23.26%
Small 20.82%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.19%    % Emerging Markets: 2.80%    % Unidentified Markets: 2.01%

Americas 11.66%
8.86%
Canada 8.86%
2.80%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.31%
United Kingdom 9.17%
59.02%
Denmark 3.96%
France 3.32%
Germany 12.71%
Ireland 2.45%
Italy 3.43%
Netherlands 6.68%
Spain 2.62%
Switzerland 23.84%
0.00%
4.12%
Israel 4.12%
Greater Asia 14.02%
Japan 8.90%
1.83%
Australia 1.83%
3.29%
Singapore 3.29%
0.00%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
25.02%
Materials
2.63%
Consumer Discretionary
9.24%
Financials
13.14%
Real Estate
0.00%
Sensitive
53.51%
Communication Services
5.15%
Energy
3.46%
Industrials
24.55%
Information Technology
20.35%
Defensive
19.55%
Consumer Staples
0.00%
Health Care
19.55%
Utilities
0.00%
Not Classified
1.92%
Non Classified Equity
0.25%
Not Classified - Non Equity
1.67%
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