Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.77%
Stock 98.01%
Bond 0.47%
Convertible 0.00%
Preferred 0.35%
Other 0.40%
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Market Capitalization

As of March 31, 2026
Large 68.87%
Mid 27.50%
Small 3.63%
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Region Exposure

% Developed Markets: 93.83%    % Emerging Markets: 5.18%    % Unidentified Markets: 0.99%

Americas 4.95%
2.37%
Canada 1.89%
United States 0.47%
2.58%
Brazil 2.58%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.58%
United Kingdom 14.22%
50.36%
Denmark 2.25%
Finland 1.56%
France 12.98%
Germany 12.56%
Ireland 3.80%
Italy 1.16%
Netherlands 4.91%
Norway 3.55%
Switzerland 5.36%
0.00%
0.00%
Greater Asia 29.48%
Japan 19.50%
0.00%
7.38%
Hong Kong 3.79%
South Korea 3.59%
2.59%
China 1.77%
Indonesia 0.35%
Thailand 0.47%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
43.75%
Materials
8.18%
Consumer Discretionary
13.17%
Financials
21.82%
Real Estate
0.58%
Sensitive
29.23%
Communication Services
1.19%
Energy
5.80%
Industrials
12.71%
Information Technology
9.54%
Defensive
25.97%
Consumer Staples
9.14%
Health Care
14.66%
Utilities
2.17%
Not Classified
1.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.04%
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