Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.20%
Stock 96.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.95%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 81.80%
Mid 16.34%
Small 1.86%
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Region Exposure

% Developed Markets: 97.77%    % Emerging Markets: 2.48%    % Unidentified Markets: -0.25%

Americas 3.99%
3.04%
Canada 3.03%
United States 0.01%
0.95%
Brazil 0.95%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.23%
United Kingdom 23.93%
46.19%
Austria 1.14%
Belgium 1.39%
Denmark 2.17%
France 8.16%
Germany 5.77%
Greece 2.17%
Ireland 5.34%
Italy 3.15%
Netherlands 7.90%
Spain 4.60%
Switzerland 4.42%
0.00%
1.11%
Israel 1.11%
Greater Asia 25.03%
Japan 18.15%
0.00%
5.35%
Hong Kong 3.42%
Taiwan 1.93%
1.53%
China 0.00%
India 1.53%
Unidentified Region -0.25%

Stock Sector Exposure

Cyclical
49.73%
Materials
8.66%
Consumer Discretionary
11.05%
Financials
29.03%
Real Estate
0.99%
Sensitive
38.84%
Communication Services
2.45%
Energy
2.02%
Industrials
21.74%
Information Technology
12.64%
Defensive
11.44%
Consumer Staples
3.14%
Health Care
5.05%
Utilities
3.25%
Not Classified
0.00%
Non Classified Equity
0.00%
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