Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.51%
Stock 96.03%
Bond 0.46%
Convertible 0.00%
Preferred 0.12%
Other -0.12%
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Market Capitalization

As of February 28, 2026
Large 87.83%
Mid 9.39%
Small 2.78%
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Region Exposure

% Developed Markets: 97.73%    % Emerging Markets: 1.52%    % Unidentified Markets: 0.74%

Americas 9.88%
9.88%
Canada 3.26%
United States 6.62%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.63%
United Kingdom 16.78%
52.86%
Austria 1.04%
Belgium 1.51%
Finland 1.19%
France 12.60%
Germany 3.31%
Ireland 3.47%
Italy 0.41%
Netherlands 11.35%
Norway 0.06%
Sweden 8.90%
Switzerland 9.02%
0.00%
0.00%
Greater Asia 19.74%
Japan 13.46%
0.10%
Australia 0.07%
4.65%
Singapore 0.04%
Taiwan 4.62%
1.52%
China 0.83%
India 0.69%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
24.67%
Materials
11.64%
Consumer Discretionary
7.10%
Financials
5.92%
Real Estate
0.00%
Sensitive
64.42%
Communication Services
1.99%
Energy
0.37%
Industrials
41.92%
Information Technology
20.15%
Defensive
6.91%
Consumer Staples
0.44%
Health Care
6.46%
Utilities
0.00%
Not Classified
4.00%
Non Classified Equity
0.12%
Not Classified - Non Equity
3.88%
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