Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.73%
Stock 96.65%
Bond 0.82%
Convertible 0.00%
Preferred 0.00%
Other 3.27%
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Market Capitalization

As of March 31, 2026
Large 75.23%
Mid 23.32%
Small 1.45%
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Region Exposure

% Developed Markets: 97.49%    % Emerging Markets: 0.12%    % Unidentified Markets: 2.40%

Americas 13.29%
12.92%
Canada 12.04%
United States 0.88%
0.37%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.62%
United Kingdom 11.89%
41.90%
Austria 0.15%
Belgium 1.61%
Denmark 1.45%
Finland 1.05%
France 7.83%
Germany 6.71%
Ireland 1.39%
Italy 2.38%
Netherlands 3.94%
Norway 1.95%
Portugal 0.23%
Spain 3.96%
Sweden 2.22%
Switzerland 6.79%
0.00%
1.82%
Israel 1.82%
Greater Asia 28.69%
Japan 19.36%
4.57%
Australia 4.57%
4.64%
Hong Kong 3.00%
Singapore 1.64%
0.12%
China 0.12%
Unidentified Region 2.40%

Stock Sector Exposure

Cyclical
40.94%
Materials
7.28%
Consumer Discretionary
7.59%
Financials
25.31%
Real Estate
0.76%
Sensitive
35.73%
Communication Services
3.62%
Energy
5.05%
Industrials
18.38%
Information Technology
8.69%
Defensive
19.91%
Consumer Staples
6.57%
Health Care
9.56%
Utilities
3.78%
Not Classified
3.42%
Non Classified Equity
1.70%
Not Classified - Non Equity
1.72%
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