Asset Allocation

As of March 31, 2025.
Type % Net
Cash 3.42%
Stock 95.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.31%
Other 0.50%
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Market Capitalization

As of March 31, 2025
Large 0.57%
Mid 14.80%
Small 84.63%
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Region Exposure

% Developed Markets: 98.72%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.18%

Americas 15.06%
14.72%
Canada 10.63%
United States 4.09%
0.34%
Mexico 0.00%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.01%
United Kingdom 10.48%
39.04%
Austria 1.55%
Belgium 1.65%
Denmark 2.65%
Finland 2.78%
France 5.06%
Germany 5.50%
Greece 0.01%
Ireland 0.44%
Italy 3.45%
Netherlands 1.91%
Norway 0.68%
Portugal 0.40%
Spain 2.23%
Sweden 3.05%
Switzerland 7.02%
0.00%
1.49%
Israel 1.47%
United Arab Emirates 0.01%
Greater Asia 32.76%
Japan 22.24%
6.55%
Australia 6.02%
3.88%
Hong Kong 2.12%
Singapore 1.70%
Taiwan 0.02%
0.08%
China 0.05%
Malaysia 0.01%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
44.54%
Materials
12.99%
Consumer Discretionary
13.12%
Financials
14.13%
Real Estate
4.30%
Sensitive
40.41%
Communication Services
3.80%
Energy
4.69%
Industrials
23.74%
Information Technology
8.18%
Defensive
14.45%
Consumer Staples
5.72%
Health Care
5.43%
Utilities
3.30%
Not Classified
0.59%
Non Classified Equity
0.59%
Not Classified - Non Equity
0.00%
As of March 31, 2025
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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