Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.05%
Stock 98.23%
Bond 1.00%
Convertible 0.00%
Preferred 0.00%
Other 0.83%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 83.93%
Mid 13.22%
Small 2.86%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.38%    % Emerging Markets: 8.43%    % Unidentified Markets: 0.19%

Americas 15.13%
9.08%
Canada 6.66%
United States 2.43%
6.04%
Brazil 2.34%
Mexico 0.97%
Peru 1.65%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.81%
United Kingdom 11.38%
41.43%
Denmark 0.48%
France 12.09%
Germany 8.88%
Ireland 1.81%
Netherlands 4.86%
Spain 1.42%
Sweden 2.83%
Switzerland 7.97%
0.00%
0.00%
Greater Asia 31.87%
Japan 9.03%
2.14%
Australia 2.14%
17.61%
Hong Kong 6.57%
Singapore 1.59%
South Korea 1.11%
Taiwan 7.92%
3.10%
India 2.67%
Thailand 0.43%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
37.66%
Materials
16.17%
Consumer Discretionary
7.79%
Financials
13.71%
Real Estate
0.00%
Sensitive
41.31%
Communication Services
3.85%
Energy
1.79%
Industrials
16.30%
Information Technology
19.37%
Defensive
21.03%
Consumer Staples
8.91%
Health Care
11.87%
Utilities
0.25%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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