Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.04%
Stock 100.3%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.38%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 69.08%
Mid 25.64%
Small 5.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.01%

Americas -1.14%
-1.14%
Canada -1.17%
United States 0.03%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.08%
United Kingdom 15.86%
42.14%
Belgium 0.03%
Denmark 1.01%
Finland 1.28%
France 8.34%
Germany 6.88%
Italy 1.14%
Netherlands 7.61%
Norway 2.51%
Spain 3.88%
Sweden 4.37%
Switzerland 5.10%
0.00%
2.08%
Israel 2.08%
Greater Asia 41.07%
Japan 32.26%
6.67%
Australia 6.47%
2.14%
Hong Kong 1.47%
Singapore 0.67%
0.00%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
33.66%
Materials
0.00%
Consumer Discretionary
16.05%
Financials
17.61%
Real Estate
0.00%
Sensitive
62.19%
Communication Services
9.90%
Energy
10.15%
Industrials
26.59%
Information Technology
15.55%
Defensive
4.12%
Consumer Staples
0.22%
Health Care
3.90%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
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