Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.12%
Stock 98.55%
Bond 0.33%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 10.83%
Mid 29.15%
Small 60.02%
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Region Exposure

% Developed Markets: 85.09%    % Emerging Markets: 14.46%    % Unidentified Markets: 0.45%

Americas 5.15%
2.49%
Canada 1.49%
United States 1.00%
2.66%
Mexico 1.95%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.22%
United Kingdom 11.29%
32.37%
Austria 5.18%
Denmark 1.45%
Finland 3.11%
France 4.93%
Germany 7.49%
Netherlands 2.90%
Sweden 7.30%
0.56%
Poland 0.56%
0.00%
Greater Asia 50.18%
Japan 21.41%
5.93%
Australia 5.93%
11.60%
Singapore 0.74%
South Korea 4.61%
Taiwan 6.26%
11.23%
China 4.28%
India 3.86%
Indonesia 1.66%
Malaysia 1.43%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
36.20%
Materials
7.57%
Consumer Discretionary
7.94%
Financials
15.38%
Real Estate
5.31%
Sensitive
50.72%
Communication Services
7.25%
Energy
2.92%
Industrials
31.03%
Information Technology
9.52%
Defensive
12.29%
Consumer Staples
4.19%
Health Care
6.25%
Utilities
1.85%
Not Classified
0.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.79%
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