Asset Allocation

As of March 31, 2026.
Type % Net
Cash -2.55%
Stock 94.04%
Bond 2.62%
Convertible 0.00%
Preferred 0.34%
Other 5.55%
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Market Capitalization

As of March 31, 2026
Large 86.56%
Mid 12.76%
Small 0.68%
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Region Exposure

% Developed Markets: 97.12%    % Emerging Markets: 0.07%    % Unidentified Markets: 2.82%

Americas 3.13%
2.96%
United States 2.96%
0.17%
Mexico 0.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.19%
United Kingdom 13.16%
48.10%
Austria 0.26%
Belgium 0.79%
Denmark 1.58%
Finland 1.12%
France 8.76%
Germany 8.61%
Ireland 0.60%
Italy 2.90%
Netherlands 5.84%
Norway 0.85%
Portugal 0.19%
Spain 3.59%
Sweden 3.03%
Switzerland 9.41%
0.00%
0.94%
Israel 0.94%
Greater Asia 31.86%
Japan 21.68%
6.36%
Australia 6.23%
3.81%
Hong Kong 2.17%
Singapore 1.65%
0.00%
Unidentified Region 2.82%

Stock Sector Exposure

Cyclical
39.38%
Materials
6.16%
Consumer Discretionary
7.86%
Financials
24.06%
Real Estate
1.31%
Sensitive
35.36%
Communication Services
4.17%
Energy
4.28%
Industrials
18.69%
Information Technology
8.22%
Defensive
20.40%
Consumer Staples
6.39%
Health Care
10.12%
Utilities
3.89%
Not Classified
4.86%
Non Classified Equity
0.48%
Not Classified - Non Equity
4.38%
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