Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.40%
Stock 96.35%
Bond 1.51%
Convertible 0.00%
Preferred 0.00%
Other 0.73%
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Market Capitalization

As of March 31, 2026
Large 76.40%
Mid 22.59%
Small 1.01%
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Region Exposure

% Developed Markets: 90.47%    % Emerging Markets: 7.39%    % Unidentified Markets: 2.14%

Americas 11.20%
2.57%
Canada 1.06%
United States 1.51%
8.63%
Mexico 4.12%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.55%
United Kingdom 13.40%
48.33%
Belgium 0.94%
France 10.18%
Germany 11.26%
Ireland 7.81%
Italy 1.41%
Netherlands 6.57%
Norway 1.63%
Spain 1.04%
Sweden 0.73%
Switzerland 6.75%
0.00%
1.82%
Israel 1.82%
Greater Asia 23.11%
Japan 14.51%
0.00%
5.33%
Hong Kong 2.24%
South Korea 3.09%
3.28%
India 1.29%
Indonesia 1.20%
Thailand 0.78%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
51.35%
Materials
3.10%
Consumer Discretionary
9.12%
Financials
37.60%
Real Estate
1.53%
Sensitive
24.93%
Communication Services
1.79%
Energy
4.64%
Industrials
12.01%
Information Technology
6.49%
Defensive
20.78%
Consumer Staples
8.92%
Health Care
11.86%
Utilities
0.00%
Not Classified
0.00%
Non Classified 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