Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.64%
Stock 97.71%
Bond 0.19%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Market Capitalization

As of March 31, 2026
Large 94.33%
Mid 5.52%
Small 0.15%
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Region Exposure

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

Americas 0.71%
0.70%
Canada 0.14%
United States 0.56%
0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.14%
United Kingdom 18.03%
50.10%
Austria 0.86%
Belgium 1.55%
Denmark 0.72%
Finland 1.43%
France 10.82%
Germany 9.20%
Greece 1.01%
Ireland 1.48%
Italy 1.82%
Netherlands 5.47%
Norway 0.02%
Spain 3.86%
Sweden 3.68%
Switzerland 8.17%
0.00%
0.02%
United Arab Emirates 0.02%
Greater Asia 29.98%
Japan 20.38%
3.64%
Australia 3.63%
5.97%
Hong Kong 2.52%
Singapore 2.52%
Taiwan 0.93%
0.00%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
42.68%
Materials
5.08%
Consumer Discretionary
12.21%
Financials
23.95%
Real Estate
1.45%
Sensitive
35.46%
Communication Services
4.91%
Energy
4.67%
Industrials
18.80%
Information Technology
7.08%
Defensive
20.07%
Consumer Staples
6.31%
Health Care
8.89%
Utilities
4.86%
Not Classified
1.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.79%
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