Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.58%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of March 31, 2026
Large 6.01%
Mid 15.43%
Small 78.56%
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Region Exposure

% Developed Markets: 86.41%    % Emerging Markets: 11.39%    % Unidentified Markets: 2.21%

Americas 16.03%
8.29%
Canada 7.01%
United States 1.28%
7.74%
Brazil 1.59%
Mexico 1.62%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.97%
United Kingdom 13.69%
22.99%
Austria 2.56%
France 1.90%
Germany 1.47%
Ireland 1.91%
Italy 8.51%
Norway 2.32%
Sweden 1.09%
Switzerland 3.23%
0.00%
1.29%
Israel 1.29%
Greater Asia 43.80%
Japan 16.64%
1.49%
19.22%
Hong Kong 4.93%
Singapore 1.10%
South Korea 9.85%
Taiwan 3.34%
6.45%
China 1.56%
Indonesia 1.57%
Philippines 2.84%
Thailand 0.49%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
46.40%
Materials
8.54%
Consumer Discretionary
18.28%
Financials
15.18%
Real Estate
4.39%
Sensitive
35.30%
Communication Services
1.86%
Energy
6.05%
Industrials
15.70%
Information Technology
11.69%
Defensive
16.37%
Consumer Staples
8.21%
Health Care
8.16%
Utilities
0.00%
Not Classified
1.94%
Non Classified Equity
1.93%
Not Classified - Non Equity
0.00%
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