Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.03%
Stock 97.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.52%
Other 0.90%
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Market Capitalization

As of March 31, 2026
Large 79.25%
Mid 19.84%
Small 0.91%
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Region Exposure

% Developed Markets: 98.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.82%

Americas 0.44%
0.44%
United States 0.44%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.91%
United Kingdom 13.16%
49.34%
Austria 0.55%
Belgium 1.12%
Denmark 1.56%
Finland 2.29%
France 7.24%
Germany 7.05%
Ireland 1.01%
Italy 1.85%
Netherlands 5.73%
Norway 1.86%
Portugal 0.38%
Spain 4.55%
Sweden 2.85%
Switzerland 10.27%
0.00%
0.40%
Israel 0.40%
Greater Asia 34.83%
Japan 23.29%
7.57%
Australia 7.27%
3.97%
Hong Kong 1.81%
Singapore 2.17%
0.00%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
43.14%
Materials
6.47%
Consumer Discretionary
7.83%
Financials
26.94%
Real Estate
1.90%
Sensitive
35.25%
Communication Services
4.96%
Energy
0.39%
Industrials
21.22%
Information Technology
8.67%
Defensive
20.60%
Consumer Staples
6.52%
Health Care
10.23%
Utilities
3.84%
Not Classified
1.02%
Non Classified Equity
1.02%
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