Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.12%
Stock 98.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 82.14%
Mid 17.67%
Small 0.18%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 0.79%
0.79%
Canada 0.79%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.50%
United Kingdom 16.93%
52.74%
Denmark 1.56%
Finland 0.89%
France 9.49%
Germany 8.60%
Ireland 0.30%
Italy 3.92%
Netherlands 6.95%
Norway 1.82%
Portugal 0.17%
Spain 4.93%
Sweden 2.74%
Switzerland 11.38%
0.00%
0.84%
Israel 0.84%
Greater Asia 28.70%
Japan 20.41%
5.31%
Australia 5.31%
2.98%
Hong Kong 1.53%
Singapore 1.45%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
36.34%
Materials
4.38%
Consumer Discretionary
7.75%
Financials
23.15%
Real Estate
1.06%
Sensitive
38.61%
Communication Services
5.03%
Energy
5.27%
Industrials
18.47%
Information Technology
9.83%
Defensive
24.57%
Consumer Staples
8.43%
Health Care
11.69%
Utilities
4.45%
Not Classified
0.48%
Non Classified Equity
0.48%
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