Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.28%
Stock 98.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 87.84%
Mid 7.36%
Small 4.81%
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Region Exposure

% Developed Markets: 96.11%    % Emerging Markets: 2.62%    % Unidentified Markets: 1.27%

Americas 58.37%
58.37%
United States 58.37%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.69%
United Kingdom 9.18%
15.79%
Belgium 0.59%
France 2.59%
Germany 2.17%
Greece 0.12%
Ireland 2.01%
Netherlands 1.38%
Switzerland 6.93%
1.12%
Czech Republic 1.12%
0.59%
South Africa 0.59%
Greater Asia 13.66%
Japan 4.43%
0.00%
8.33%
Hong Kong 4.00%
South Korea 4.33%
0.90%
China 0.76%
Thailand 0.14%
Unidentified Region 1.27%

Stock Sector Exposure

Cyclical
30.91%
Materials
5.11%
Consumer Discretionary
6.04%
Financials
18.58%
Real Estate
1.17%
Sensitive
45.63%
Communication Services
7.79%
Energy
6.21%
Industrials
15.91%
Information Technology
15.72%
Defensive
23.46%
Consumer Staples
10.66%
Health Care
12.79%
Utilities
0.01%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 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