Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.49%
Stock 97.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.27%
Other 1.31%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 85.23%
Mid 13.99%
Small 0.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.63%    % Emerging Markets: 0.13%    % Unidentified Markets: 1.24%

Americas 0.65%
0.45%
Canada 0.00%
United States 0.45%
0.20%
Mexico 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.02%
United Kingdom 14.06%
49.87%
Austria 0.32%
Belgium 0.87%
Denmark 1.65%
Finland 1.17%
France 9.15%
Germany 8.86%
Ireland 0.69%
Italy 3.08%
Netherlands 6.00%
Norway 0.75%
Portugal 0.19%
Spain 3.65%
Sweden 3.20%
Switzerland 9.69%
0.03%
Czech Republic 0.03%
1.07%
Israel 1.07%
Greater Asia 33.09%
Japan 22.59%
6.78%
Australia 6.56%
3.69%
Hong Kong 2.02%
Singapore 1.64%
0.04%
China 0.04%
Unidentified Region 1.24%

Stock Sector Exposure

Cyclical
40.46%
Materials
6.03%
Consumer Discretionary
8.47%
Financials
24.51%
Real Estate
1.46%
Sensitive
36.73%
Communication Services
4.23%
Energy
4.28%
Industrials
19.51%
Information Technology
8.70%
Defensive
22.46%
Consumer Staples
7.17%
Health Care
11.16%
Utilities
4.13%
Not Classified
0.35%
Non Classified Equity
0.35%
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