Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.37%
Stock 98.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other -1.52%
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Market Capitalization

As of February 28, 2026
Large 84.45%
Mid 14.45%
Small 1.10%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.69%    % Unidentified Markets: -0.86%

Americas 1.79%
1.62%
Canada 1.48%
United States 0.14%
0.18%
Mexico 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.45%
United Kingdom 13.98%
46.53%
Austria 0.39%
Belgium 0.91%
Denmark 1.46%
Finland 1.10%
France 8.14%
Germany 8.41%
Ireland 0.82%
Italy 2.94%
Netherlands 5.58%
Norway 0.76%
Portugal 0.18%
Spain 3.18%
Sweden 3.54%
Switzerland 8.89%
0.51%
Poland 0.51%
1.42%
Israel 1.42%
Greater Asia 36.62%
Japan 25.34%
7.43%
Australia 7.17%
3.74%
Hong Kong 2.12%
Singapore 1.60%
0.10%
China 0.10%
Unidentified Region -0.86%

Stock Sector Exposure

Cyclical
41.01%
Materials
6.28%
Consumer Discretionary
9.03%
Financials
23.84%
Real Estate
1.86%
Sensitive
36.34%
Communication Services
3.98%
Energy
3.43%
Industrials
19.90%
Information Technology
9.04%
Defensive
21.83%
Consumer Staples
7.27%
Health Care
10.79%
Utilities
3.77%
Not Classified
0.82%
Non Classified Equity
0.82%
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