Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.79%
Stock 92.21%
Bond 0.77%
Convertible 0.00%
Preferred 0.75%
Other 1.49%
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Market Capitalization

As of March 31, 2026
Large 77.28%
Mid 13.98%
Small 8.74%
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Region Exposure

% Developed Markets: 78.52%    % Emerging Markets: 15.45%    % Unidentified Markets: 6.03%

Americas 11.70%
9.11%
Canada 8.00%
United States 1.10%
2.60%
Brazil 1.69%
Chile 0.13%
Colombia 0.10%
Mexico 0.37%
Peru 0.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.63%
United Kingdom 7.62%
27.08%
Austria 0.12%
Belgium 0.75%
Denmark 0.52%
Finland 0.46%
France 3.99%
Germany 4.33%
Greece 0.23%
Ireland 0.62%
Italy 2.92%
Netherlands 3.47%
Norway 0.34%
Portugal 0.55%
Spain 2.29%
Sweden 1.83%
Switzerland 4.52%
0.71%
Czech Republic 0.11%
Poland 0.28%
Turkey 0.13%
3.23%
Egypt 0.02%
Israel 0.87%
Qatar 0.15%
Saudi Arabia 0.72%
South Africa 0.80%
United Arab Emirates 0.57%
Greater Asia 43.63%
Japan 14.16%
4.30%
Australia 4.29%
14.35%
Hong Kong 2.04%
Singapore 1.04%
South Korea 4.62%
Taiwan 6.65%
10.82%
China 6.12%
India 3.50%
Indonesia 0.05%
Malaysia 0.20%
Philippines 0.07%
Thailand 0.88%
Unidentified Region 6.03%

Stock Sector Exposure

Cyclical
42.17%
Materials
8.45%
Consumer Discretionary
6.49%
Financials
25.66%
Real Estate
1.56%
Sensitive
42.19%
Communication Services
5.10%
Energy
6.12%
Industrials
15.35%
Information Technology
15.62%
Defensive
13.56%
Consumer Staples
4.03%
Health Care
6.66%
Utilities
2.87%
Not Classified
2.08%
Non Classified Equity
0.98%
Not Classified - Non Equity
1.10%
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