Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.00%
Stock 98.48%
Bond 0.16%
Convertible 0.00%
Preferred 0.26%
Other 0.09%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 85.55%
Mid 13.71%
Small 0.74%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.34%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.53%

Americas 0.57%
0.42%
United States 0.42%
0.15%
Mexico 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.45%
United Kingdom 14.23%
50.12%
Austria 0.32%
Belgium 0.88%
Denmark 1.67%
Finland 1.18%
France 9.26%
Germany 8.76%
Ireland 0.70%
Italy 3.11%
Netherlands 6.01%
Norway 0.76%
Portugal 0.20%
Spain 3.66%
Sweden 3.24%
Switzerland 9.78%
0.03%
Czech Republic 0.03%
1.07%
Israel 1.07%
Greater Asia 33.45%
Japan 22.75%
6.86%
Australia 6.64%
3.81%
Hong Kong 2.11%
Singapore 1.67%
0.04%
China 0.04%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
40.31%
Materials
6.02%
Consumer Discretionary
8.43%
Financials
24.39%
Real Estate
1.46%
Sensitive
36.58%
Communication Services
4.22%
Energy
4.30%
Industrials
19.40%
Information Technology
8.65%
Defensive
22.39%
Consumer Staples
7.18%
Health Care
11.11%
Utilities
4.10%
Not Classified
0.73%
Non Classified Equity
0.40%
Not Classified - Non Equity
0.33%
As of March 31, 2026
View Region Exposure
Start Trial

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