Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.83%
Stock 93.14%
Bond 4.60%
Convertible 0.00%
Preferred 0.87%
Other -0.45%
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Market Capitalization

As of March 31, 2026
Large 88.67%
Mid 10.60%
Small 0.73%
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Region Exposure

% Developed Markets: 85.58%    % Emerging Markets: 15.06%    % Unidentified Markets: -0.64%

Americas 17.36%
14.72%
Canada 7.87%
United States 6.85%
2.64%
Brazil 1.61%
Chile 0.16%
Colombia 0.04%
Mexico 0.63%
Peru 0.08%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.58%
United Kingdom 8.19%
28.75%
Austria 0.18%
Belgium 0.51%
Denmark 0.84%
Finland 0.73%
France 4.93%
Germany 4.99%
Greece 0.14%
Ireland 0.62%
Italy 1.55%
Netherlands 3.56%
Norway 0.44%
Portugal 0.20%
Spain 2.26%
Sweden 1.80%
Switzerland 5.66%
0.56%
Czech Republic 0.05%
Poland 0.29%
Turkey 0.13%
3.08%
Egypt 0.00%
Israel 0.59%
Qatar 0.17%
Saudi Arabia 0.88%
South Africa 0.85%
United Arab Emirates 0.39%
Greater Asia 42.70%
Japan 13.14%
4.15%
Australia 3.99%
15.17%
Hong Kong 2.34%
Singapore 1.04%
South Korea 4.76%
Taiwan 7.02%
10.24%
China 6.08%
India 3.35%
Indonesia 0.03%
Malaysia 0.35%
Philippines 0.10%
Thailand 0.34%
Unidentified Region -0.64%

Stock Sector Exposure

Cyclical
41.31%
Materials
7.18%
Consumer Discretionary
8.53%
Financials
24.32%
Real Estate
1.27%
Sensitive
41.34%
Communication Services
5.00%
Energy
5.17%
Industrials
14.65%
Information Technology
16.52%
Defensive
16.68%
Consumer Staples
5.60%
Health Care
7.58%
Utilities
3.49%
Not Classified
0.68%
Non Classified Equity
0.68%
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