Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.27%
Stock 97.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.81%
Other 0.33%
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Market Capitalization

As of March 31, 2026
Large 76.37%
Mid 20.15%
Small 3.48%
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Region Exposure

% Developed Markets: 86.08%    % Emerging Markets: 12.32%    % Unidentified Markets: 1.60%

Americas 11.53%
9.00%
Canada 8.35%
United States 0.65%
2.53%
Brazil 1.52%
Chile 0.00%
Colombia 0.00%
Mexico 1.00%
Peru 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.02%
United Kingdom 8.20%
34.04%
Austria 0.00%
Belgium 1.68%
Denmark 0.69%
Finland 0.31%
France 5.94%
Germany 4.70%
Greece 0.43%
Ireland 1.04%
Italy 1.30%
Netherlands 4.86%
Norway 1.01%
Portugal 0.42%
Spain 3.43%
Sweden 1.85%
Switzerland 5.90%
0.01%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
1.78%
Egypt 0.00%
Israel 0.01%
Qatar 0.00%
Saudi Arabia 0.79%
South Africa 0.64%
United Arab Emirates 0.34%
Greater Asia 42.85%
Japan 14.89%
3.24%
Australia 3.24%
16.37%
Hong Kong 3.57%
Singapore 1.12%
South Korea 5.17%
Taiwan 6.51%
8.35%
China 4.15%
India 3.64%
Indonesia 0.00%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.55%
Unidentified Region 1.60%

Stock Sector Exposure

Cyclical
41.97%
Materials
8.51%
Consumer Discretionary
8.49%
Financials
23.50%
Real Estate
1.47%
Sensitive
40.12%
Communication Services
4.32%
Energy
5.19%
Industrials
14.86%
Information Technology
15.76%
Defensive
17.14%
Consumer Staples
5.39%
Health Care
7.92%
Utilities
3.84%
Not Classified
0.77%
Non Classified Equity
0.77%
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