Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.47%
Stock 96.65%
Bond 1.38%
Convertible 0.00%
Preferred 0.00%
Other 0.51%
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Market Capitalization

As of March 31, 2026
Large 89.63%
Mid 10.25%
Small 0.13%
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Region Exposure

% Developed Markets: 93.31%    % Emerging Markets: 5.04%    % Unidentified Markets: 1.64%

Americas 2.63%
1.45%
United States 1.45%
1.18%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.45%
United Kingdom 14.46%
39.99%
Austria 1.81%
France 8.74%
Germany 5.01%
Ireland 4.89%
Italy 3.11%
Netherlands 3.29%
Sweden 9.50%
Switzerland 3.63%
0.00%
0.00%
Greater Asia 41.28%
Japan 17.42%
0.00%
19.99%
Hong Kong 4.90%
Singapore 3.83%
South Korea 5.57%
Taiwan 5.69%
3.86%
China 2.94%
India 0.92%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
37.68%
Materials
7.51%
Consumer Discretionary
7.58%
Financials
22.59%
Real Estate
0.00%
Sensitive
53.25%
Communication Services
9.75%
Energy
7.02%
Industrials
20.47%
Information Technology
16.02%
Defensive
6.48%
Consumer Staples
0.00%
Health Care
6.48%
Utilities
0.00%
Not Classified
2.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.59%
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