Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.31%
Stock 96.78%
Bond 0.00%
Convertible 0.00%
Preferred 1.01%
Other 0.90%
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Market Capitalization

As of March 31, 2026
Large 89.83%
Mid 10.12%
Small 0.06%
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Region Exposure

% Developed Markets: 83.77%    % Emerging Markets: 15.30%    % Unidentified Markets: 0.93%

Americas 11.34%
7.20%
Canada 6.71%
United States 0.50%
4.14%
Brazil 2.67%
Mexico 1.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.50%
United Kingdom 13.40%
26.61%
Austria 0.01%
Belgium 1.89%
Denmark 0.55%
Finland 0.02%
France 6.25%
Germany 2.83%
Ireland 1.48%
Italy 1.08%
Netherlands 4.67%
Norway 1.59%
Portugal 0.00%
Spain 0.05%
Sweden 1.30%
Switzerland 4.89%
0.71%
Czech Republic 0.00%
Poland 0.01%
2.78%
Israel 1.32%
Saudi Arabia 0.86%
United Arab Emirates 0.60%
Greater Asia 44.23%
Japan 13.82%
2.01%
Australia 2.00%
18.81%
Hong Kong 5.11%
Singapore 2.18%
South Korea 5.05%
Taiwan 6.47%
9.60%
China 5.77%
India 3.82%
Indonesia 0.00%
Thailand 0.00%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
41.41%
Materials
6.82%
Consumer Discretionary
9.15%
Financials
23.85%
Real Estate
1.59%
Sensitive
39.48%
Communication Services
5.73%
Energy
5.14%
Industrials
13.63%
Information Technology
14.98%
Defensive
17.57%
Consumer Staples
5.04%
Health Care
8.62%
Utilities
3.92%
Not Classified
1.54%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.91%
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