Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.66%
Stock 96.74%
Bond 0.74%
Convertible 0.00%
Preferred 0.26%
Other 2.92%
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Market Capitalization

As of March 31, 2026
Large 85.47%
Mid 13.75%
Small 0.78%
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Region Exposure

% Developed Markets: 97.85%    % Emerging Markets: 0.12%    % Unidentified Markets: 2.03%

Americas 1.14%
0.95%
United States 0.95%
0.20%
Mexico 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.17%
United Kingdom 13.94%
49.15%
Austria 0.32%
Belgium 0.87%
Denmark 1.61%
Finland 1.16%
France 9.08%
Germany 8.60%
Ireland 0.69%
Italy 3.05%
Netherlands 5.92%
Norway 0.74%
Portugal 0.20%
Spain 3.63%
Sweden 3.14%
Switzerland 9.56%
0.03%
Czech Republic 0.03%
1.06%
Israel 1.06%
Greater Asia 32.66%
Japan 22.27%
6.68%
Australia 6.47%
3.66%
Hong Kong 2.01%
Singapore 1.63%
0.04%
China 0.04%
Unidentified Region 2.03%

Stock Sector Exposure

Cyclical
39.87%
Materials
5.95%
Consumer Discretionary
8.33%
Financials
24.15%
Real Estate
1.44%
Sensitive
36.10%
Communication Services
4.17%
Energy
4.24%
Industrials
19.16%
Information Technology
8.53%
Defensive
22.14%
Consumer Staples
7.11%
Health Care
10.96%
Utilities
4.08%
Not Classified
1.89%
Non Classified Equity
0.34%
Not Classified - Non Equity
1.55%
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