Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.64%
Stock 97.38%
Bond 0.98%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 88.17%
Mid 11.83%
Small 0.00%
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Region Exposure

% Developed Markets: 81.73%    % Emerging Markets: 16.64%    % Unidentified Markets: 1.64%

Americas 12.18%
5.91%
Canada 4.93%
United States 0.98%
6.27%
Mexico 3.32%
Peru 1.72%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.35%
United Kingdom 13.00%
29.54%
Denmark 1.11%
France 5.23%
Germany 3.93%
Ireland 0.93%
Netherlands 4.03%
Spain 3.53%
Sweden 6.94%
Switzerland 3.85%
0.00%
0.81%
Israel 0.81%
Greater Asia 42.83%
Japan 13.99%
0.00%
18.48%
Hong Kong 3.89%
Singapore 3.10%
South Korea 4.74%
Taiwan 6.74%
10.37%
China 8.52%
India 0.95%
Indonesia 0.90%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
30.46%
Materials
4.28%
Consumer Discretionary
5.34%
Financials
20.84%
Real Estate
0.00%
Sensitive
48.04%
Communication Services
4.69%
Energy
3.84%
Industrials
19.28%
Information Technology
20.23%
Defensive
19.54%
Consumer Staples
5.41%
Health Care
14.13%
Utilities
0.00%
Not Classified
1.96%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.96%
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