Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.05%
Stock 98.49%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 1.42%
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Market Capitalization

As of March 31, 2026
Large 85.67%
Mid 11.45%
Small 2.88%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.96%    % Unidentified Markets: 1.06%

Americas 4.64%
4.39%
Canada 3.03%
United States 1.35%
0.26%
Mexico 0.26%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.51%
United Kingdom 17.05%
46.38%
Austria 0.67%
Denmark 1.14%
Finland 1.96%
France 9.64%
Germany 6.08%
Ireland 1.56%
Italy 3.74%
Netherlands 6.93%
Norway 1.66%
Spain 2.99%
Sweden 1.92%
Switzerland 8.09%
0.07%
Czech Republic 0.07%
0.00%
Greater Asia 30.78%
Japan 21.12%
3.88%
Australia 3.88%
5.39%
Hong Kong 1.46%
Singapore 1.27%
South Korea 1.01%
Taiwan 1.65%
0.39%
China 0.25%
India 0.13%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
39.79%
Materials
6.54%
Consumer Discretionary
8.62%
Financials
22.65%
Real Estate
1.98%
Sensitive
37.31%
Communication Services
3.35%
Energy
5.69%
Industrials
18.74%
Information Technology
9.53%
Defensive
22.81%
Consumer Staples
7.29%
Health Care
11.89%
Utilities
3.63%
Not Classified
0.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.10%
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