Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.88%
Stock 98.05%
Bond 0.96%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 95.25%
Mid 3.66%
Small 1.09%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.98%

Americas 0.97%
0.97%
United States 0.97%
0.00%
Mexico 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.11%
United Kingdom 20.02%
47.08%
Austria 0.00%
Belgium 3.46%
Denmark 0.02%
Finland 2.22%
France 13.24%
Germany 9.22%
Ireland 0.01%
Italy 2.73%
Netherlands 7.57%
Norway 0.01%
Portugal 0.00%
Spain 0.03%
Sweden 2.14%
Switzerland 6.44%
0.00%
Czech Republic 0.00%
0.01%
Israel 0.01%
Greater Asia 30.94%
Japan 22.56%
3.48%
Australia 3.47%
4.90%
Hong Kong 2.80%
Singapore 2.11%
0.00%
China 0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
41.07%
Materials
9.08%
Consumer Discretionary
8.42%
Financials
21.74%
Real Estate
1.84%
Sensitive
31.34%
Communication Services
0.04%
Energy
4.39%
Industrials
20.23%
Information Technology
6.69%
Defensive
25.74%
Consumer Staples
9.37%
Health Care
12.16%
Utilities
4.21%
Not Classified
0.00%
Non Classified Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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