Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.84%
Stock 97.29%
Bond 0.00%
Convertible 0.00%
Preferred 0.22%
Other 0.65%
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Market Capitalization

As of March 31, 2026
Large 76.70%
Mid 18.43%
Small 4.87%
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Region Exposure

% Developed Markets: 99.41%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.59%

Americas 2.12%
1.91%
Canada 1.84%
United States 0.07%
0.21%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.39%
United Kingdom 13.45%
50.75%
Austria 0.39%
Belgium 0.52%
Denmark 1.50%
Finland 1.17%
France 11.16%
Germany 9.51%
Ireland 0.43%
Italy 3.25%
Netherlands 5.93%
Norway 0.66%
Portugal 0.40%
Spain 3.02%
Sweden 2.70%
Switzerland 9.37%
0.00%
0.19%
Israel 0.19%
Greater Asia 32.90%
Japan 22.99%
7.32%
Australia 7.18%
2.59%
Hong Kong 1.70%
Singapore 0.89%
0.00%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
40.07%
Materials
6.83%
Consumer Discretionary
7.51%
Financials
23.48%
Real Estate
2.25%
Sensitive
36.45%
Communication Services
2.87%
Energy
4.65%
Industrials
19.76%
Information Technology
9.17%
Defensive
22.85%
Consumer Staples
7.24%
Health Care
12.82%
Utilities
2.79%
Not Classified
0.63%
Non Classified Equity
0.63%
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