Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.10%
Stock 98.81%
Bond 1.29%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 89.22%
Mid 8.95%
Small 1.83%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.14%

Americas 1.98%
1.98%
Canada 1.31%
United States 0.67%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 97.25%
United Kingdom 23.19%
74.06%
Belgium 0.21%
Denmark 3.40%
Finland 0.96%
France 14.53%
Germany 10.69%
Ireland 4.45%
Italy 6.27%
Netherlands 9.51%
Norway 2.52%
Spain 6.70%
Sweden 2.56%
Switzerland 11.70%
0.00%
0.00%
Greater Asia 0.92%
Japan 0.00%
0.00%
0.92%
Hong Kong 0.92%
0.00%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
32.93%
Materials
7.05%
Consumer Discretionary
4.11%
Financials
21.77%
Real Estate
0.00%
Sensitive
37.55%
Communication Services
3.59%
Energy
7.56%
Industrials
18.71%
Information Technology
7.68%
Defensive
29.52%
Consumer Staples
8.06%
Health Care
13.89%
Utilities
7.57%
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