Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.52%
Stock 98.99%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 86.15%
Mid 11.83%
Small 2.01%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.28%    % Emerging Markets: 2.15%    % Unidentified Markets: 0.57%

Americas 0.46%
0.46%
United States 0.46%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 82.07%
United Kingdom 25.89%
56.18%
Belgium 2.24%
Denmark 1.11%
France 19.20%
Germany 3.82%
Italy 1.33%
Netherlands 5.00%
Spain 4.71%
Sweden 1.96%
Switzerland 16.80%
0.00%
0.00%
Greater Asia 16.91%
Japan 7.82%
0.00%
6.94%
Hong Kong 3.10%
Singapore 2.74%
Taiwan 1.10%
2.15%
India 2.15%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
35.39%
Materials
2.41%
Consumer Discretionary
12.11%
Financials
20.87%
Real Estate
0.00%
Sensitive
33.36%
Communication Services
0.00%
Energy
0.00%
Industrials
14.99%
Information Technology
18.36%
Defensive
30.29%
Consumer Staples
11.84%
Health Care
15.39%
Utilities
3.06%
Not Classified
0.95%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.94%
As of February 28, 2026
View Region Exposure
Start Trial

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