Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.08%
Stock 95.61%
Bond 0.00%
Convertible 0.00%
Preferred 1.26%
Other 3.04%
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Market Capitalization

As of March 31, 2026
Large 76.91%
Mid 19.22%
Small 3.87%
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Region Exposure

% Developed Markets: 87.34%    % Emerging Markets: 9.61%    % Unidentified Markets: 3.04%

Americas 6.03%
4.10%
Canada 4.10%
United States 0.00%
1.93%
Brazil 1.93%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.68%
United Kingdom 15.75%
43.75%
Denmark 4.64%
France 5.11%
Germany 7.33%
Ireland 7.07%
Netherlands 8.55%
Norway 1.88%
Sweden 5.00%
Switzerland 4.18%
0.00%
4.18%
Israel 2.12%
South Africa 2.06%
Greater Asia 27.24%
Japan 9.24%
1.80%
Australia 1.80%
10.58%
Hong Kong 4.57%
Taiwan 6.01%
5.62%
China 3.44%
India 2.18%
Unidentified Region 3.04%

Stock Sector Exposure

Cyclical
22.87%
Materials
0.00%
Consumer Discretionary
5.82%
Financials
17.05%
Real Estate
0.00%
Sensitive
52.66%
Communication Services
7.43%
Energy
0.00%
Industrials
21.40%
Information Technology
23.83%
Defensive
21.60%
Consumer Staples
6.74%
Health Care
14.86%
Utilities
0.00%
Not Classified
2.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.88%
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