Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.24%
Stock 97.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 1.05%
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Market Capitalization

As of March 31, 2026
Large 72.45%
Mid 18.84%
Small 8.72%
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Region Exposure

% Developed Markets: 80.53%    % Emerging Markets: 19.15%    % Unidentified Markets: 0.32%

Americas 12.77%
11.73%
Canada 11.10%
United States 0.63%
1.04%
Brazil 0.23%
Chile 0.04%
Colombia 0.00%
Mexico 0.08%
Peru 0.21%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.32%
United Kingdom 6.69%
29.78%
Austria 0.24%
Belgium 1.04%
Denmark 0.01%
Finland 0.42%
France 1.35%
Germany 0.65%
Greece 0.18%
Italy 3.66%
Netherlands 5.07%
Norway 1.11%
Portugal 0.21%
Spain 4.50%
Sweden 2.71%
Switzerland 8.50%
3.49%
Czech Republic 0.55%
Poland 2.94%
Turkey 0.00%
5.37%
Egypt 0.00%
Qatar 0.08%
Saudi Arabia 1.26%
South Africa 1.24%
United Arab Emirates 2.22%
Greater Asia 41.59%
Japan 8.92%
0.93%
Australia 0.93%
19.13%
Hong Kong 0.95%
Singapore 1.78%
South Korea 7.06%
Taiwan 9.34%
12.60%
China 9.10%
India 0.60%
Indonesia 0.31%
Malaysia 0.27%
Philippines 0.13%
Thailand 2.19%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
41.18%
Materials
6.73%
Consumer Discretionary
2.56%
Financials
31.23%
Real Estate
0.66%
Sensitive
41.34%
Communication Services
6.19%
Energy
12.12%
Industrials
6.69%
Information Technology
16.33%
Defensive
14.94%
Consumer Staples
2.84%
Health Care
9.98%
Utilities
2.12%
Not Classified
2.54%
Non Classified Equity
2.54%
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