Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.16%
Stock 93.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 29.54%
Mid 37.73%
Small 32.73%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.56%    % Emerging Markets: 5.43%    % Unidentified Markets: 0.01%

Americas 6.17%
6.17%
Canada 6.17%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.47%
United Kingdom 8.64%
47.83%
Austria 3.20%
Finland 3.23%
France 22.82%
Netherlands 9.36%
Portugal 4.97%
Spain 4.25%
0.00%
0.00%
Greater Asia 37.35%
Japan 23.88%
0.00%
8.05%
Hong Kong 8.05%
5.43%
China 3.08%
India 2.35%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
27.62%
Materials
12.17%
Consumer Discretionary
11.74%
Financials
3.70%
Real Estate
0.00%
Sensitive
49.44%
Communication Services
3.37%
Energy
5.30%
Industrials
19.02%
Information Technology
21.75%
Defensive
22.94%
Consumer Staples
3.22%
Health Care
15.00%
Utilities
4.73%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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