Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.67%
Stock 96.83%
Bond 0.00%
Convertible 0.00%
Preferred 1.15%
Other 1.36%
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Market Capitalization

As of March 31, 2026
Large 0.75%
Mid 21.35%
Small 77.90%
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Region Exposure

% Developed Markets: 97.90%    % Emerging Markets: 0.74%    % Unidentified Markets: 1.36%

Americas 0.70%
0.12%
United States 0.12%
0.59%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.04%
United Kingdom 11.24%
30.35%
Austria 1.59%
Belgium 1.86%
Denmark 1.99%
Finland 0.62%
France 3.37%
Germany 2.83%
Ireland 0.11%
Italy 2.72%
Netherlands 1.70%
Norway 2.51%
Portugal 0.17%
Spain 1.26%
Sweden 4.14%
Switzerland 4.00%
0.00%
4.45%
Israel 4.45%
Greater Asia 51.90%
Japan 36.51%
10.45%
Australia 10.35%
4.20%
Hong Kong 1.84%
Singapore 2.32%
Taiwan 0.04%
0.74%
China 0.74%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
45.00%
Materials
11.19%
Consumer Discretionary
11.75%
Financials
12.38%
Real Estate
9.68%
Sensitive
40.00%
Communication Services
4.44%
Energy
3.65%
Industrials
23.18%
Information Technology
8.73%
Defensive
14.19%
Consumer Staples
5.52%
Health Care
5.84%
Utilities
2.83%
Not Classified
0.80%
Non Classified Equity
0.80%
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