Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.10%
Stock 97.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.44%
Other 0.23%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 87.30%    % Emerging Markets: 12.69%    % Unidentified Markets: 0.01%

Americas 10.83%
7.35%
Canada 4.10%
United States 3.25%
3.47%
Brazil 1.99%
Chile 0.01%
Mexico 0.64%
Peru 0.35%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.61%
United Kingdom 13.04%
35.91%
Austria 0.02%
Denmark 0.35%
Finland 0.03%
France 9.30%
Germany 4.78%
Greece 0.40%
Ireland 3.34%
Italy 2.02%
Netherlands 4.04%
Norway 0.24%
Portugal 0.68%
Spain 1.71%
Sweden 1.14%
Switzerland 7.14%
0.29%
Czech Republic 0.03%
Russia 0.00%
Turkey 0.26%
1.37%
Israel 0.09%
Qatar 0.09%
Saudi Arabia 0.45%
South Africa 0.25%
United Arab Emirates 0.49%
Greater Asia 38.55%
Japan 14.55%
1.54%
Australia 1.52%
13.80%
Hong Kong 3.00%
Singapore 0.67%
South Korea 4.11%
Taiwan 5.73%
8.66%
China 3.92%
India 3.54%
Indonesia 0.46%
Philippines 0.11%
Thailand 0.63%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
40.21%
Materials
10.50%
Consumer Discretionary
7.05%
Financials
22.21%
Real Estate
0.45%
Sensitive
40.06%
Communication Services
4.00%
Energy
4.63%
Industrials
15.50%
Information Technology
15.93%
Defensive
19.46%
Consumer Staples
8.35%
Health Care
9.09%
Utilities
2.02%
Not Classified
0.27%
Non Classified Equity
0.27%
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