Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.02%
Stock 94.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.78%
Other 0.35%
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Market Capitalization

As of March 31, 2026
Large 73.57%
Mid 21.39%
Small 5.04%
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Region Exposure

% Developed Markets: 95.58%    % Emerging Markets: 4.42%    % Unidentified Markets: -0.00%

Americas 7.01%
5.99%
Canada 5.13%
United States 0.86%
1.02%
Brazil 0.85%
Mexico 0.09%
Peru 0.03%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.70%
United Kingdom 13.96%
48.87%
Austria 0.16%
Belgium 0.63%
Denmark 1.48%
Finland 1.32%
France 11.27%
Germany 8.08%
Greece 0.09%
Ireland 2.07%
Italy 2.48%
Netherlands 6.23%
Norway 1.76%
Portugal 0.31%
Spain 1.92%
Sweden 1.81%
Switzerland 8.61%
0.83%
Czech Republic 0.17%
Poland 0.62%
1.04%
Israel 0.63%
Qatar 0.04%
South Africa 0.25%
United Arab Emirates 0.12%
Greater Asia 28.30%
Japan 17.99%
1.90%
Australia 1.66%
6.04%
Hong Kong 2.44%
Singapore 1.01%
South Korea 1.87%
Taiwan 0.72%
2.37%
China 1.69%
India 0.01%
Indonesia 0.27%
Malaysia 0.03%
Philippines 0.00%
Thailand 0.37%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
39.31%
Materials
6.99%
Consumer Discretionary
9.06%
Financials
22.34%
Real Estate
0.92%
Sensitive
36.94%
Communication Services
2.60%
Energy
6.12%
Industrials
16.30%
Information Technology
11.91%
Defensive
23.67%
Consumer Staples
6.51%
Health Care
14.80%
Utilities
2.36%
Not Classified
0.08%
Non Classified Equity
0.08%
Not Classified - Non 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