Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.22%
Stock 95.50%
Bond 0.31%
Convertible 0.00%
Preferred 1.97%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 84.29%
Mid 13.11%
Small 2.60%
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Region Exposure

% Developed Markets: 82.51%    % Emerging Markets: 15.29%    % Unidentified Markets: 2.21%

Americas 20.31%
11.63%
Canada 5.61%
United States 6.01%
8.69%
Brazil 5.41%
Mexico 1.61%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.68%
United Kingdom 10.01%
30.68%
Denmark 1.82%
Finland 1.72%
Germany 5.05%
Ireland 2.85%
Netherlands 12.24%
Spain 2.54%
0.00%
0.00%
Greater Asia 36.80%
Japan 9.37%
0.00%
20.82%
Hong Kong 4.98%
Singapore 2.65%
South Korea 5.15%
Taiwan 8.05%
6.60%
China 2.70%
India 3.90%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
36.46%
Materials
4.36%
Consumer Discretionary
11.54%
Financials
18.81%
Real Estate
1.76%
Sensitive
49.39%
Communication Services
5.48%
Energy
5.49%
Industrials
19.50%
Information Technology
18.92%
Defensive
13.51%
Consumer Staples
3.92%
Health Care
7.68%
Utilities
1.91%
Not Classified
0.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.64%
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