Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.91%
Stock 94.87%
Bond 1.51%
Convertible 0.00%
Preferred 0.39%
Other 2.32%
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Market Capitalization

As of March 31, 2026
Large 69.75%
Mid 21.49%
Small 8.77%
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Region Exposure

% Developed Markets: 92.40%    % Emerging Markets: 4.77%    % Unidentified Markets: 2.83%

Americas 11.22%
8.45%
Canada 4.57%
United States 3.88%
2.77%
Brazil 1.62%
Mexico 0.30%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.40%
United Kingdom 19.51%
39.69%
Austria 0.45%
Belgium 1.01%
Denmark 0.83%
Finland 0.54%
France 10.93%
Germany 8.35%
Greece 0.12%
Ireland 2.60%
Italy 2.85%
Netherlands 5.71%
Norway 0.13%
Portugal 0.00%
Spain 0.73%
Sweden 1.05%
Switzerland 3.55%
0.02%
Turkey 0.02%
1.19%
Israel 0.75%
South Africa 0.40%
United Arab Emirates 0.04%
Greater Asia 25.55%
Japan 12.53%
0.90%
Australia 0.90%
9.70%
Hong Kong 1.35%
Singapore 2.90%
South Korea 3.52%
Taiwan 1.92%
2.43%
China 1.31%
India 0.52%
Indonesia 0.18%
Thailand 0.42%
Unidentified Region 2.83%

Stock Sector Exposure

Cyclical
37.01%
Materials
4.64%
Consumer Discretionary
8.63%
Financials
21.76%
Real Estate
1.98%
Sensitive
41.80%
Communication Services
6.26%
Energy
4.47%
Industrials
19.67%
Information Technology
11.40%
Defensive
17.97%
Consumer Staples
7.28%
Health Care
8.89%
Utilities
1.79%
Not Classified
3.23%
Non Classified Equity
0.07%
Not Classified - Non Equity
3.16%
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