Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.58%
Stock 97.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.63%
Other 0.19%
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Market Capitalization

As of March 31, 2026
Large 2.65%
Mid 49.76%
Small 47.59%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 0.72%
0.07%
Canada 0.10%
United States -0.03%
0.65%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.07%
United Kingdom 15.33%
27.92%
Austria 2.17%
Denmark 0.63%
France 5.77%
Germany 3.59%
Ireland 7.25%
Italy 3.23%
Netherlands 1.89%
Sweden 1.90%
Switzerland 1.48%
0.00%
2.83%
Israel 2.83%
Greater Asia 53.30%
Japan 40.12%
12.04%
Australia 12.04%
1.15%
Hong Kong 0.18%
Singapore 0.96%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
43.67%
Materials
14.92%
Consumer Discretionary
10.01%
Financials
15.75%
Real Estate
2.98%
Sensitive
41.31%
Communication Services
2.73%
Energy
5.76%
Industrials
23.69%
Information Technology
9.12%
Defensive
13.62%
Consumer Staples
5.80%
Health Care
6.55%
Utilities
1.28%
Not Classified
1.40%
Non Classified Equity
1.40%
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