Asset Allocation

As of March 31, 2026.
Type % Net
Cash 7.42%
Stock 92.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of March 31, 2026
Large 80.28%
Mid 16.08%
Small 3.63%
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Region Exposure

% Developed Markets: 84.78%    % Emerging Markets: 9.50%    % Unidentified Markets: 5.72%

Americas 3.54%
3.54%
Canada 3.63%
United States -0.09%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.35%
United Kingdom 23.53%
34.81%
Denmark 0.81%
France 8.79%
Germany 7.14%
Ireland 3.77%
Netherlands 7.88%
Norway 2.07%
Portugal 1.09%
Sweden 1.37%
Switzerland 1.90%
0.00%
0.00%
Greater Asia 32.40%
Japan 10.94%
0.00%
11.96%
Hong Kong 4.67%
South Korea 3.61%
Taiwan 3.69%
9.50%
China 3.14%
India 6.36%
Unidentified Region 5.72%

Stock Sector Exposure

Cyclical
45.57%
Materials
7.80%
Consumer Discretionary
12.55%
Financials
22.37%
Real Estate
2.85%
Sensitive
34.79%
Communication Services
3.21%
Energy
7.96%
Industrials
14.25%
Information Technology
9.38%
Defensive
19.01%
Consumer Staples
5.22%
Health Care
8.30%
Utilities
5.48%
Not Classified
0.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.64%
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