Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.32%
Stock 96.43%
Bond 0.43%
Convertible 0.00%
Preferred 0.00%
Other 0.82%
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Market Capitalization

As of February 28, 2026
Large 88.59%
Mid 9.80%
Small 1.61%
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Region Exposure

% Developed Markets: 98.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.04%

Americas 3.70%
2.82%
Canada 1.22%
United States 1.60%
0.88%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.32%
United Kingdom 19.36%
48.96%
Belgium 4.26%
Denmark 0.34%
Finland 0.99%
France 10.99%
Germany 7.65%
Ireland 1.72%
Italy 2.77%
Netherlands 4.68%
Norway 0.01%
Portugal 1.36%
Spain 5.42%
Sweden 1.05%
Switzerland 6.59%
0.00%
0.00%
Greater Asia 26.95%
Japan 22.44%
1.34%
Australia 1.34%
3.17%
Hong Kong 1.99%
Singapore 1.17%
0.00%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
39.19%
Materials
5.78%
Consumer Discretionary
8.66%
Financials
23.80%
Real Estate
0.94%
Sensitive
35.29%
Communication Services
4.00%
Energy
3.06%
Industrials
19.44%
Information Technology
8.78%
Defensive
22.11%
Consumer Staples
7.30%
Health Care
11.10%
Utilities
3.71%
Not Classified
3.42%
Non Classified Equity
0.69%
Not Classified - Non Equity
2.72%
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