Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.20%
Stock 99.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.14%
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Market Capitalization

As of March 31, 2026
Large 93.61%
Mid 6.39%
Small 0.00%
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Region Exposure

% Developed Markets: 98.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.16%

Americas 8.17%
8.17%
Canada 8.45%
United States -0.28%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.17%
United Kingdom 19.30%
47.87%
Belgium 2.98%
Denmark 1.78%
Finland 4.12%
France 6.27%
Germany 6.30%
Ireland 2.44%
Netherlands 4.08%
Spain 3.20%
Sweden 4.78%
Switzerland 11.92%
0.00%
0.00%
Greater Asia 23.49%
Japan 19.06%
0.00%
4.43%
Hong Kong 4.43%
0.00%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
36.40%
Materials
8.89%
Consumer Discretionary
9.35%
Financials
18.16%
Real Estate
0.00%
Sensitive
34.96%
Communication Services
2.21%
Energy
1.34%
Industrials
23.11%
Information Technology
8.30%
Defensive
27.50%
Consumer Staples
10.26%
Health Care
16.21%
Utilities
1.03%
Not Classified
1.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.14%
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