Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.10%
Stock 91.63%
Bond 0.00%
Convertible 0.00%
Preferred 1.44%
Other 6.82%
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Market Capitalization

As of March 31, 2026
Large 79.07%
Mid 15.04%
Small 5.89%
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Region Exposure

% Developed Markets: 92.11%    % Emerging Markets: 1.06%    % Unidentified Markets: 6.82%

Americas 1.57%
0.00%
Canada 0.00%
1.57%
Mexico 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.29%
United Kingdom 23.61%
41.68%
Belgium 1.30%
Denmark 1.08%
France 8.68%
Germany 9.01%
Greece 0.56%
Italy 3.60%
Netherlands 6.93%
Spain 4.81%
Switzerland 4.89%
0.00%
0.00%
South Africa 0.00%
Greater Asia 26.31%
Japan 21.54%
1.09%
Australia 1.09%
2.62%
Hong Kong 2.62%
1.06%
China 1.06%
Unidentified Region 6.82%

Stock Sector Exposure

Cyclical
29.28%
Materials
2.04%
Consumer Discretionary
7.23%
Financials
20.01%
Real Estate
0.00%
Sensitive
42.54%
Communication Services
5.21%
Energy
5.17%
Industrials
25.13%
Information Technology
7.03%
Defensive
22.58%
Consumer Staples
6.27%
Health Care
10.31%
Utilities
6.00%
Not Classified
5.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.60%
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