Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.00%
Stock 96.32%
Bond 0.00%
Convertible 0.00%
Preferred 1.72%
Other 0.96%
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Market Capitalization

As of March 31, 2026
Large 80.33%
Mid 17.07%
Small 2.60%
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Region Exposure

% Developed Markets: 99.31%    % Emerging Markets: 0.60%    % Unidentified Markets: 0.10%

Americas 3.96%
3.95%
Canada 3.44%
United States 0.51%
0.01%
Brazil 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 77.77%
United Kingdom 26.34%
51.43%
France 16.24%
Germany 4.61%
Greece 1.20%
Ireland 6.03%
Italy 4.71%
Netherlands 5.46%
Norway 0.75%
Spain 2.45%
Switzerland 9.97%
0.00%
0.00%
Greater Asia 18.17%
Japan 15.11%
0.00%
2.69%
Hong Kong 1.45%
South Korea 1.23%
0.38%
China 0.38%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
41.74%
Materials
7.38%
Consumer Discretionary
3.42%
Financials
30.95%
Real Estate
0.00%
Sensitive
31.11%
Communication Services
3.40%
Energy
6.48%
Industrials
14.04%
Information Technology
7.20%
Defensive
25.07%
Consumer Staples
10.98%
Health Care
9.14%
Utilities
4.95%
Not Classified
2.07%
Non Classified Equity
2.07%
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