Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.22%
Stock 94.54%
Bond 4.36%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
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Market Capitalization

As of March 31, 2026
Large 77.98%
Mid 14.99%
Small 7.03%
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Region Exposure

% Developed Markets: 95.73%    % Emerging Markets: 3.87%    % Unidentified Markets: 0.39%

Americas 11.06%
8.72%
Canada 1.71%
United States 7.01%
2.34%
Mexico 0.92%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.47%
United Kingdom 19.42%
43.58%
Austria 2.90%
Belgium 4.45%
Denmark 1.26%
France 11.89%
Germany 10.50%
Greece 1.49%
Ireland 0.44%
Italy 2.03%
Netherlands 2.44%
Spain 3.25%
Switzerland 2.92%
0.00%
0.47%
South Africa 0.47%
Greater Asia 25.08%
Japan 16.76%
0.00%
6.54%
Hong Kong 1.40%
South Korea 5.15%
1.77%
China 1.77%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
40.48%
Materials
8.52%
Consumer Discretionary
7.63%
Financials
24.33%
Real Estate
0.00%
Sensitive
37.81%
Communication Services
1.12%
Energy
5.17%
Industrials
22.74%
Information Technology
8.79%
Defensive
16.25%
Consumer Staples
5.41%
Health Care
6.03%
Utilities
4.82%
Not Classified
5.46%
Non Classified Equity
1.11%
Not Classified - Non Equity
4.35%
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