Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.99%
Stock 96.03%
Bond 2.28%
Convertible 0.00%
Preferred 0.00%
Other -0.30%
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Market Capitalization

As of March 31, 2026
Large 70.75%
Mid 20.32%
Small 8.93%
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Region Exposure

% Developed Markets: 83.61%    % Emerging Markets: 14.81%    % Unidentified Markets: 1.58%

Americas 22.16%
10.26%
Canada 6.10%
United States 4.15%
11.90%
Brazil 7.60%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.79%
United Kingdom 23.20%
35.58%
France 10.07%
Germany 8.53%
Ireland 3.97%
Italy 3.06%
Netherlands 4.98%
Norway 0.00%
Sweden 2.28%
Switzerland -0.00%
0.00%
0.00%
Greater Asia 17.48%
Japan 6.46%
1.01%
Australia 1.01%
7.10%
Taiwan 7.10%
2.91%
China 2.91%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
36.18%
Materials
7.50%
Consumer Discretionary
11.04%
Financials
17.64%
Real Estate
0.00%
Sensitive
47.95%
Communication Services
8.67%
Energy
0.00%
Industrials
15.67%
Information Technology
23.60%
Defensive
11.66%
Consumer Staples
1.93%
Health Care
6.28%
Utilities
3.44%
Not Classified
4.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.22%
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