Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.44%
Stock 94.35%
Bond 0.00%
Convertible 0.00%
Preferred 1.55%
Other 3.66%
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Market Capitalization

As of March 31, 2026
Large 56.88%
Mid 27.08%
Small 16.04%
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Region Exposure

% Developed Markets: 85.43%    % Emerging Markets: 11.81%    % Unidentified Markets: 2.77%

Americas 7.08%
1.22%
Canada 1.22%
5.86%
Brazil 3.89%
Chile 0.29%
Mexico 1.68%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.91%
United Kingdom 17.68%
39.36%
Austria 0.89%
Belgium 0.84%
Finland 1.00%
France 14.64%
Germany 6.80%
Ireland 2.40%
Italy 3.79%
Netherlands 5.23%
Spain 0.23%
Sweden 1.47%
Switzerland 1.88%
0.23%
Turkey 0.23%
1.64%
South Africa 1.53%
United Arab Emirates 0.11%
Greater Asia 31.24%
Japan 19.14%
0.00%
7.92%
Hong Kong 3.32%
Singapore 0.28%
South Korea 4.20%
Taiwan 0.12%
4.19%
China 1.65%
India 0.25%
Indonesia 0.72%
Philippines 0.30%
Thailand 1.27%
Unidentified Region 2.77%

Stock Sector Exposure

Cyclical
49.62%
Materials
6.69%
Consumer Discretionary
12.22%
Financials
28.32%
Real Estate
2.39%
Sensitive
30.26%
Communication Services
8.95%
Energy
8.57%
Industrials
9.16%
Information Technology
3.58%
Defensive
20.03%
Consumer Staples
10.05%
Health Care
8.59%
Utilities
1.39%
Not Classified
0.09%
Non Classified Equity
0.09%
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