Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.68%
Stock 98.12%
Bond 0.87%
Convertible 0.00%
Preferred 0.17%
Other -0.84%
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Market Capitalization

As of February 28, 2026
Large 91.48%
Mid 7.66%
Small 0.87%
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Region Exposure

% Developed Markets: 98.48%    % Emerging Markets: 0.89%    % Unidentified Markets: 0.63%

Americas 1.96%
1.96%
United States 1.96%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.27%
United Kingdom 23.59%
47.79%
Belgium 2.03%
Denmark 0.56%
Finland 2.04%
France 8.74%
Germany 13.40%
Ireland 2.47%
Italy 3.67%
Portugal 0.51%
Spain 4.55%
Sweden 1.86%
Switzerland 7.95%
0.00%
0.89%
Israel 0.54%
South Africa 0.36%
Greater Asia 25.14%
Japan 20.47%
0.37%
Australia 0.37%
3.76%
Hong Kong 1.06%
Singapore 2.06%
South Korea 0.64%
0.54%
India 0.45%
Indonesia 0.09%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
54.86%
Materials
10.59%
Consumer Discretionary
5.79%
Financials
37.94%
Real Estate
0.54%
Sensitive
27.44%
Communication Services
2.75%
Energy
6.67%
Industrials
14.99%
Information Technology
3.03%
Defensive
15.34%
Consumer Staples
5.22%
Health Care
8.10%
Utilities
2.02%
Not Classified
2.36%
Non Classified Equity
0.49%
Not Classified - Non Equity
1.87%
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