Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.60%
Stock 98.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 85.12%
Mid 9.77%
Small 5.11%
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.75%    % Unidentified Markets: 0.03%

Americas 1.55%
1.55%
Canada 1.55%
United States 0.00%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 98.42%
United Kingdom 17.38%
80.29%
Austria 0.92%
Denmark 0.90%
Finland 1.96%
France 12.53%
Germany 17.37%
Ireland 7.25%
Italy 8.11%
Netherlands 9.63%
Norway 1.74%
Portugal 1.12%
Spain 5.47%
Sweden 2.40%
Switzerland 10.89%
0.75%
Czech Republic 0.75%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
36.49%
Materials
3.08%
Consumer Discretionary
10.16%
Financials
23.25%
Real Estate
0.00%
Sensitive
41.66%
Communication Services
3.71%
Energy
0.00%
Industrials
24.93%
Information Technology
13.01%
Defensive
21.85%
Consumer Staples
3.03%
Health Care
12.86%
Utilities
5.96%
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