Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.36%
Stock 96.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 0.46%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 0.15%    % Unidentified Markets: 1.59%

Americas 0.61%
0.44%
Canada 0.20%
United States 0.24%
0.17%
Mexico 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.40%
United Kingdom 13.82%
46.96%
Austria 0.39%
Belgium 0.96%
Denmark 1.69%
Finland 1.16%
France 8.33%
Germany 8.06%
Ireland 0.67%
Italy 3.03%
Netherlands 5.25%
Norway 0.89%
Portugal 0.20%
Spain 3.32%
Sweden 3.38%
Switzerland 9.03%
0.02%
Czech Republic 0.02%
1.60%
Israel 1.60%
Greater Asia 35.41%
Japan 24.26%
7.31%
Australia 7.08%
3.80%
Hong Kong 1.97%
Singapore 1.79%
0.04%
China 0.04%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
41.20%
Materials
6.76%
Consumer Discretionary
8.83%
Financials
22.89%
Real Estate
2.71%
Sensitive
37.08%
Communication Services
4.21%
Energy
4.37%
Industrials
19.89%
Information Technology
8.61%
Defensive
21.35%
Consumer Staples
6.98%
Health Care
10.36%
Utilities
4.01%
Not Classified
0.37%
Non Classified Equity
0.37%
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