Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.32%
Stock 98.29%
Bond 0.19%
Convertible 0.00%
Preferred 0.50%
Other 0.72%
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Market Capitalization

As of March 31, 2026
Large 54.46%
Mid 32.02%
Small 13.52%
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Region Exposure

% Developed Markets: 99.39%    % Emerging Markets: 0.03%    % Unidentified Markets: 0.58%

Americas 13.53%
13.43%
Canada 12.59%
United States 0.84%
0.10%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.55%
United Kingdom 10.41%
42.85%
Austria 0.58%
Belgium 1.01%
Denmark 1.76%
Finland 1.48%
France 7.13%
Germany 8.63%
Ireland 0.67%
Italy 3.60%
Netherlands 3.70%
Norway 0.76%
Portugal 0.31%
Spain 2.57%
Sweden 2.53%
Switzerland 7.85%
0.00%
1.29%
Israel 1.29%
Greater Asia 31.34%
Japan 22.64%
6.03%
Australia 5.81%
2.64%
Hong Kong 1.40%
Singapore 1.21%
0.03%
China 0.03%
Unidentified Region 0.58%

Stock Sector Exposure

Cyclical
42.49%
Materials
10.88%
Consumer Discretionary
9.59%
Financials
19.84%
Real Estate
2.18%
Sensitive
36.78%
Communication Services
4.43%
Energy
7.40%
Industrials
19.28%
Information Technology
5.67%
Defensive
18.70%
Consumer Staples
6.02%
Health Care
8.56%
Utilities
4.12%
Not Classified
2.03%
Non Classified Equity
1.21%
Not Classified - Non Equity
0.82%
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