Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 96.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.44%
Other 2.92%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 63.39%
Mid 26.12%
Small 10.49%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 0.26%    % Unidentified Markets: 2.34%

Americas 5.62%
5.10%
Canada 4.18%
United States 0.91%
0.52%
Brazil 0.26%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.17%
United Kingdom 14.82%
50.28%
Austria 0.64%
Belgium 0.42%
Denmark 1.25%
Finland 0.55%
France 11.53%
Germany 7.74%
Greece 0.22%
Ireland 3.97%
Italy 1.15%
Netherlands 4.41%
Norway 1.70%
Portugal 0.18%
Spain 3.08%
Sweden 3.31%
Switzerland 8.86%
0.00%
1.07%
Israel 1.07%
Greater Asia 25.87%
Japan 18.58%
3.23%
Australia 3.23%
4.07%
Hong Kong 1.53%
Singapore 0.69%
South Korea 0.36%
Taiwan 1.50%
0.00%
Unidentified Region 2.34%

Stock Sector Exposure

Cyclical
45.02%
Materials
13.49%
Consumer Discretionary
6.00%
Financials
24.99%
Real Estate
0.54%
Sensitive
33.91%
Communication Services
1.97%
Energy
7.00%
Industrials
17.01%
Information Technology
7.93%
Defensive
21.07%
Consumer Staples
8.03%
Health Care
11.88%
Utilities
1.16%
Not Classified
0.00%
Non Classified Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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