Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.01%
Stock 98.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.70%
Other 1.10%
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Market Capitalization

As of March 31, 2026
Large 74.82%
Mid 21.03%
Small 4.15%
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Region Exposure

% Developed Markets: 98.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.10%

Americas 1.93%
1.10%
Canada 1.10%
United States 0.00%
0.82%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.49%
United Kingdom 13.90%
53.71%
Belgium 2.33%
Denmark 0.61%
France 13.35%
Germany 11.36%
Ireland 4.92%
Netherlands 5.59%
Norway 3.20%
Spain 0.46%
Sweden 2.42%
Switzerland 7.87%
0.00%
0.89%
Israel 0.89%
Greater Asia 28.48%
Japan 19.41%
3.34%
Australia 3.34%
5.73%
Hong Kong 1.71%
Singapore 1.66%
South Korea 2.36%
0.00%
Unidentified Region 1.10%

Stock Sector Exposure

Cyclical
44.66%
Materials
5.86%
Consumer Discretionary
10.49%
Financials
27.48%
Real Estate
0.83%
Sensitive
35.59%
Communication Services
1.70%
Energy
8.15%
Industrials
13.09%
Information Technology
12.65%
Defensive
19.75%
Consumer Staples
7.87%
Health Care
9.84%
Utilities
2.04%
Not Classified
0.00%
Non Classified Equity
0.00%
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