Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.01%
Stock 97.05%
Bond 0.94%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 74.26%
Mid 24.17%
Small 1.57%
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Region Exposure

% Developed Markets: 96.38%    % Emerging Markets: 1.62%    % Unidentified Markets: 2.01%

Americas 10.03%
8.41%
Canada 7.47%
United States 0.94%
1.62%
Brazil 1.62%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.68%
United Kingdom 12.89%
41.79%
Belgium 4.44%
Denmark 1.76%
France 1.98%
Germany 12.43%
Netherlands 5.55%
Portugal 1.89%
Sweden 2.29%
Switzerland 8.95%
0.00%
0.00%
Greater Asia 33.28%
Japan 23.63%
3.40%
Australia 3.40%
6.25%
Hong Kong 1.91%
Singapore 4.34%
0.00%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
44.03%
Materials
14.86%
Consumer Discretionary
1.55%
Financials
27.61%
Real Estate
0.00%
Sensitive
27.75%
Communication Services
2.53%
Energy
0.00%
Industrials
20.04%
Information Technology
5.18%
Defensive
26.34%
Consumer Staples
3.80%
Health Care
13.02%
Utilities
9.52%
Not Classified
1.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.88%
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