Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.75%
Stock 94.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.53%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 78.60%
Mid 11.76%
Small 9.64%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.28%

Americas 12.65%
12.65%
Canada 6.61%
United States 6.03%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.72%
United Kingdom 10.29%
34.43%
France 8.92%
Germany 4.57%
Italy 3.22%
Netherlands 5.53%
Norway 3.27%
Sweden 1.96%
Switzerland 6.97%
0.00%
0.00%
Greater Asia 37.36%
Japan 23.52%
0.00%
13.84%
Hong Kong 4.46%
South Korea 2.49%
Taiwan 6.89%
0.00%
Unidentified Region 5.28%

Stock Sector Exposure

Cyclical
29.19%
Materials
4.37%
Consumer Discretionary
14.62%
Financials
10.20%
Real Estate
0.00%
Sensitive
48.41%
Communication Services
5.69%
Energy
0.00%
Industrials
22.37%
Information Technology
20.35%
Defensive
22.41%
Consumer Staples
11.91%
Health Care
10.49%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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