Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.16%
Stock 99.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of March 31, 2026
Large 83.44%
Mid 13.08%
Small 3.48%
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Region Exposure

% Developed Markets: 86.00%    % Emerging Markets: 13.58%    % Unidentified Markets: 0.42%

Americas 12.44%
6.69%
Canada 3.88%
United States 2.81%
5.75%
Brazil 2.10%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.52%
United Kingdom 2.18%
56.34%
Denmark 7.05%
France 21.92%
Germany 1.51%
Italy 6.27%
Netherlands 8.34%
Switzerland 5.38%
0.00%
0.00%
Greater Asia 28.62%
Japan 9.08%
0.00%
11.71%
Hong Kong 1.73%
Taiwan 9.98%
7.83%
India 7.83%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
43.93%
Materials
0.00%
Consumer Discretionary
29.74%
Financials
14.19%
Real Estate
0.00%
Sensitive
46.77%
Communication Services
9.62%
Energy
0.00%
Industrials
11.91%
Information Technology
25.24%
Defensive
9.30%
Consumer Staples
4.81%
Health Care
4.50%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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