Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.02%
Stock 97.52%
Bond 0.00%
Convertible 0.00%
Preferred 1.20%
Other 1.30%
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Market Capitalization

As of March 31, 2026
Large 77.71%
Mid 18.39%
Small 3.90%
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Region Exposure

% Developed Markets: 98.30%    % Emerging Markets: 0.48%    % Unidentified Markets: 1.22%

Americas 8.82%
8.68%
Canada 8.66%
United States 0.02%
0.14%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.20%
United Kingdom 13.68%
37.51%
Austria 0.41%
Belgium 0.57%
Denmark 0.99%
Finland 1.13%
France 8.18%
Germany 7.77%
Ireland 0.85%
Italy 2.29%
Netherlands 2.86%
Norway 1.18%
Portugal 0.20%
Spain 2.80%
Sweden 1.76%
Switzerland 5.99%
0.43%
Poland 0.43%
0.58%
Israel 0.56%
South Africa 0.02%
Greater Asia 37.76%
Japan 22.88%
4.89%
Australia 4.85%
9.99%
Hong Kong 1.31%
Singapore 0.69%
South Korea 7.99%
0.00%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
40.12%
Materials
11.77%
Consumer Discretionary
11.23%
Financials
16.57%
Real Estate
0.55%
Sensitive
40.09%
Communication Services
4.76%
Energy
11.87%
Industrials
14.98%
Information Technology
8.49%
Defensive
18.36%
Consumer Staples
7.39%
Health Care
6.79%
Utilities
4.18%
Not Classified
1.43%
Non Classified Equity
1.43%
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