Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.15%
Stock 94.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.04%
Other 0.89%
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Market Capitalization

As of March 31, 2026
Large 86.22%
Mid 11.84%
Small 1.94%
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Region Exposure

% Developed Markets: 85.19%    % Emerging Markets: 9.95%    % Unidentified Markets: 4.86%

Americas 10.39%
7.37%
Canada 5.05%
United States 2.32%
3.02%
Brazil 0.91%
Mexico 1.19%
Peru 0.21%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.50%
United Kingdom 13.01%
38.14%
Austria 0.19%
Belgium 0.31%
Denmark 1.57%
Finland 0.05%
France 11.82%
Germany 5.46%
Ireland 1.30%
Italy 1.81%
Netherlands 5.46%
Norway 0.27%
Spain 4.31%
Sweden 1.02%
Switzerland 4.57%
0.27%
Czech Republic 0.15%
Poland 0.12%
3.08%
Israel 1.17%
Saudi Arabia 0.37%
South Africa 1.08%
United Arab Emirates 0.46%
Greater Asia 30.24%
Japan 7.69%
0.60%
Australia 0.60%
16.54%
Hong Kong 2.78%
Singapore 2.96%
South Korea 4.14%
Taiwan 6.27%
5.42%
China 3.50%
India 1.31%
Indonesia 0.06%
Philippines 0.35%
Thailand 0.21%
Unidentified Region 4.86%

Stock Sector Exposure

Cyclical
36.47%
Materials
8.88%
Consumer Discretionary
6.93%
Financials
19.15%
Real Estate
1.51%
Sensitive
39.76%
Communication Services
6.63%
Energy
5.41%
Industrials
14.19%
Information Technology
13.53%
Defensive
18.55%
Consumer Staples
7.68%
Health Care
6.73%
Utilities
4.14%
Not Classified
5.22%
Non Classified Equity
1.04%
Not Classified - Non Equity
4.19%
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