Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.52%
Stock 93.00%
Bond 0.00%
Convertible 0.00%
Preferred 2.49%
Other 0.99%
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Market Capitalization

As of March 31, 2026
Large 98.99%
Mid 1.01%
Small 0.00%
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Region Exposure

% Developed Markets: 72.60%    % Emerging Markets: 22.94%    % Unidentified Markets: 4.46%

Americas 22.92%
11.17%
Canada 6.20%
United States 4.97%
11.75%
Brazil 11.75%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.29%
United Kingdom 18.91%
32.86%
France 6.14%
Germany 6.38%
Greece 1.88%
Italy 4.18%
Netherlands 1.82%
Spain 4.01%
Sweden 1.27%
Switzerland 7.17%
0.90%
Poland 0.90%
5.62%
Saudi Arabia 1.11%
South Africa 1.76%
United Arab Emirates 2.75%
Greater Asia 14.33%
Japan 3.35%
0.00%
3.56%
Singapore 2.76%
South Korea 0.80%
7.41%
India 4.30%
Indonesia 1.10%
Thailand 2.01%
Unidentified Region 4.46%

Stock Sector Exposure

Cyclical
24.42%
Materials
1.45%
Consumer Discretionary
2.81%
Financials
20.15%
Real Estate
0.00%
Sensitive
26.40%
Communication Services
3.36%
Energy
21.23%
Industrials
1.81%
Information Technology
0.00%
Defensive
47.55%
Consumer Staples
25.04%
Health Care
9.88%
Utilities
12.64%
Not Classified
1.63%
Non Classified Equity
1.63%
Not Classified - Non Equity
0.00%
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