Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.31%
Stock 99.09%
Bond 0.19%
Convertible 0.00%
Preferred 0.32%
Other 0.09%
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Market Capitalization

As of March 31, 2026
Large 14.08%
Mid 37.92%
Small 48.00%
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Region Exposure

% Developed Markets: 83.59%    % Emerging Markets: 16.18%    % Unidentified Markets: 0.23%

Americas 14.70%
11.15%
Canada 10.94%
United States 0.21%
3.54%
Brazil 2.77%
Mexico 0.62%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.70%
United Kingdom 6.69%
20.85%
Austria 0.46%
Belgium 0.35%
Denmark 0.64%
Finland 0.41%
France 0.67%
Germany 5.36%
Greece 0.38%
Ireland 0.37%
Italy 4.15%
Norway 1.78%
Portugal 0.30%
Spain 1.08%
Sweden 2.08%
Switzerland 2.01%
1.29%
Czech Republic 0.62%
Turkey 0.18%
2.87%
Israel 2.13%
South Africa 0.61%
United Arab Emirates 0.13%
Greater Asia 53.37%
Japan 20.60%
3.48%
Australia 3.48%
18.39%
Hong Kong 2.47%
Singapore 2.07%
South Korea 7.16%
Taiwan 6.69%
10.90%
China 2.24%
India 4.40%
Indonesia 3.05%
Malaysia 0.68%
Thailand 0.53%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
36.13%
Materials
11.90%
Consumer Discretionary
8.91%
Financials
12.59%
Real Estate
2.73%
Sensitive
49.37%
Communication Services
6.01%
Energy
4.31%
Industrials
23.40%
Information Technology
15.64%
Defensive
13.67%
Consumer Staples
2.43%
Health Care
6.57%
Utilities
4.67%
Not Classified
0.84%
Non Classified Equity
0.50%
Not Classified - Non Equity
0.34%
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