Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.94%
Stock 90.27%
Bond 2.89%
Convertible 0.00%
Preferred 0.23%
Other 1.67%
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Market Capitalization

As of March 31, 2026
Large 62.77%
Mid 23.48%
Small 13.75%
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Region Exposure

% Developed Markets: 85.97%    % Emerging Markets: 9.27%    % Unidentified Markets: 4.76%

Americas 10.37%
6.70%
Canada 1.96%
United States 4.74%
3.68%
Brazil 1.83%
Chile 0.23%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.88%
United Kingdom 14.76%
37.00%
Austria 0.46%
Belgium 1.31%
Denmark 0.34%
Finland 0.33%
France 9.74%
Germany 5.22%
Greece 0.23%
Ireland 1.20%
Italy 2.69%
Netherlands 3.43%
Norway 0.86%
Spain 4.52%
Sweden 2.18%
Switzerland 3.79%
0.37%
Turkey 0.37%
1.75%
Egypt 0.24%
South Africa 1.50%
Greater Asia 30.99%
Japan 14.13%
0.59%
Australia 0.59%
12.51%
Hong Kong 1.45%
Singapore 0.84%
South Korea 3.92%
Taiwan 6.31%
3.76%
China 2.72%
India 1.04%
Unidentified Region 4.76%

Stock Sector Exposure

Cyclical
34.28%
Materials
6.86%
Consumer Discretionary
5.59%
Financials
20.06%
Real Estate
1.78%
Sensitive
40.60%
Communication Services
6.80%
Energy
5.61%
Industrials
12.13%
Information Technology
16.06%
Defensive
16.90%
Consumer Staples
4.98%
Health Care
8.65%
Utilities
3.26%
Not Classified
8.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.21%
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