Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.10%
Stock 92.49%
Bond 1.49%
Convertible 0.00%
Preferred 0.25%
Other 3.66%
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Market Capitalization

As of March 31, 2026
Large 85.67%
Mid 13.60%
Small 0.73%
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Region Exposure

% Developed Markets: 95.02%    % Emerging Markets: 0.12%    % Unidentified Markets: 4.86%

Americas 2.25%
2.12%
United States 2.12%
0.14%
Mexico 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.45%
United Kingdom 13.32%
47.09%
Austria 0.31%
Belgium 0.83%
Denmark 1.57%
Finland 1.10%
France 8.64%
Germany 8.39%
Ireland 0.66%
Italy 2.92%
Netherlands 5.65%
Norway 0.70%
Portugal 0.18%
Spain 3.45%
Sweden 2.99%
Switzerland 9.14%
0.02%
Czech Republic 0.02%
1.02%
Israel 1.02%
Greater Asia 31.43%
Japan 21.47%
6.39%
Australia 6.19%
3.54%
Hong Kong 1.97%
Singapore 1.55%
0.04%
China 0.04%
Unidentified Region 4.86%

Stock Sector Exposure

Cyclical
39.20%
Materials
5.84%
Consumer Discretionary
8.23%
Financials
23.72%
Real Estate
1.41%
Sensitive
35.62%
Communication Services
4.11%
Energy
4.14%
Industrials
18.91%
Information Technology
8.46%
Defensive
21.72%
Consumer Staples
6.92%
Health Care
10.80%
Utilities
3.99%
Not Classified
3.46%
Non Classified Equity
0.38%
Not Classified - Non Equity
3.08%
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