Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.17%
Stock 94.25%
Bond 0.73%
Convertible 0.00%
Preferred 0.44%
Other 0.41%
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Market Capitalization

As of March 31, 2026
Large 37.25%
Mid 14.22%
Small 48.53%
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Region Exposure

% Developed Markets: 94.95%    % Emerging Markets: 4.27%    % Unidentified Markets: 0.78%

Americas 15.07%
12.32%
Canada 6.22%
United States 6.10%
2.75%
Chile 1.17%
Mexico 1.59%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.75%
United Kingdom 17.99%
37.75%
Belgium 2.40%
Finland 3.63%
France 11.42%
Germany 4.40%
Ireland 0.99%
Italy 1.23%
Netherlands 2.72%
Sweden 2.45%
Switzerland 8.52%
0.00%
0.00%
Greater Asia 28.40%
Japan 16.34%
0.00%
10.54%
Hong Kong 2.18%
Singapore 3.15%
South Korea 5.21%
1.51%
China 0.85%
Philippines 0.66%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
35.18%
Materials
16.21%
Consumer Discretionary
11.39%
Financials
7.59%
Real Estate
0.00%
Sensitive
35.12%
Communication Services
1.35%
Energy
2.87%
Industrials
25.88%
Information Technology
5.02%
Defensive
28.66%
Consumer Staples
11.05%
Health Care
14.27%
Utilities
3.33%
Not Classified
1.04%
Non Classified Equity
0.30%
Not Classified - Non Equity
0.74%
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