Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.56%
Stock 97.28%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other 1.88%
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Market Capitalization

As of March 31, 2026
Large 67.95%
Mid 23.15%
Small 8.90%
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Region Exposure

% Developed Markets: 82.10%    % Emerging Markets: 16.95%    % Unidentified Markets: 0.96%

Americas 11.40%
8.84%
Canada 8.55%
United States 0.29%
2.56%
Brazil 1.36%
Mexico 1.19%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.14%
United Kingdom 11.29%
28.17%
Austria 1.16%
Belgium 1.09%
Denmark 1.46%
France 7.28%
Germany 4.58%
Greece 1.08%
Italy 2.86%
Netherlands 2.46%
Norway 1.21%
Spain 1.33%
Sweden 1.46%
Switzerland 2.22%
0.00%
1.68%
South Africa 1.68%
Greater Asia 46.50%
Japan 14.28%
3.69%
Australia 3.69%
15.82%
Hong Kong 2.92%
South Korea 8.54%
Taiwan 4.36%
12.71%
China 6.18%
India 4.65%
Indonesia 0.80%
Malaysia 1.07%
Unidentified Region 0.96%

Stock Sector Exposure

Cyclical
43.79%
Materials
8.78%
Consumer Discretionary
9.11%
Financials
24.89%
Real Estate
1.01%
Sensitive
37.42%
Communication Services
3.06%
Energy
8.47%
Industrials
12.74%
Information Technology
13.14%
Defensive
18.27%
Consumer Staples
4.90%
Health Care
10.36%
Utilities
3.01%
Not Classified
0.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.53%
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