Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.75%
Stock 97.59%
Bond 0.64%
Convertible 0.00%
Preferred 0.01%
Other 1.02%
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Market Capitalization

As of March 31, 2026
Large 76.32%
Mid 15.35%
Small 8.33%
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Region Exposure

% Developed Markets: 82.63%    % Emerging Markets: 16.08%    % Unidentified Markets: 1.30%

Americas 13.29%
9.47%
Canada 7.73%
United States 1.74%
3.82%
Brazil 1.57%
Chile 0.00%
Colombia 0.00%
Mexico 1.61%
Peru 0.33%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.15%
United Kingdom 10.97%
28.93%
Austria 1.45%
Belgium 0.80%
Denmark 0.76%
Finland 0.19%
France 5.33%
Germany 4.58%
Greece 0.68%
Ireland 0.91%
Italy 0.74%
Netherlands 3.29%
Norway 1.38%
Portugal 0.21%
Spain 1.67%
Sweden 1.49%
Switzerland 5.20%
0.73%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.47%
1.52%
Egypt 0.00%
Israel 0.34%
Saudi Arabia 0.37%
South Africa 0.44%
United Arab Emirates 0.38%
Greater Asia 43.27%
Japan 14.12%
2.33%
Australia 2.27%
16.06%
Hong Kong 3.27%
Singapore 1.02%
South Korea 4.60%
Taiwan 7.18%
10.75%
China 5.35%
India 3.89%
Indonesia 0.84%
Kazakhstan 0.32%
Thailand 0.35%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
39.68%
Materials
5.96%
Consumer Discretionary
9.24%
Financials
22.99%
Real Estate
1.50%
Sensitive
40.68%
Communication Services
5.17%
Energy
4.85%
Industrials
13.78%
Information Technology
16.89%
Defensive
17.12%
Consumer Staples
6.62%
Health Care
8.15%
Utilities
2.35%
Not Classified
2.52%
Non Classified Equity
0.77%
Not Classified - Non Equity
1.75%
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