Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.46%
Stock 98.08%
Bond 1.22%
Convertible 0.00%
Preferred 0.17%
Other -1.94%
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Market Capitalization

As of February 28, 2026
Large 91.51%
Mid 7.64%
Small 0.85%
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Region Exposure

% Developed Markets: 99.15%    % Emerging Markets: 0.90%    % Unidentified Markets: -0.05%

Americas 2.30%
2.30%
United States 2.30%
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 23.63%
47.75%
Belgium 2.03%
Denmark 0.55%
Finland 2.03%
France 8.75%
Germany 13.41%
Ireland 2.47%
Italy 3.66%
Portugal 0.51%
Spain 4.54%
Sweden 1.85%
Switzerland 7.94%
0.00%
0.89%
Israel 0.54%
South Africa 0.35%
Greater Asia 25.48%
Japan 20.78%
0.39%
Australia 0.39%
3.77%
Hong Kong 1.06%
Singapore 2.06%
South Korea 0.65%
0.55%
India 0.45%
Indonesia 0.10%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
54.38%
Materials
10.50%
Consumer Discretionary
5.74%
Financials
37.60%
Real Estate
0.53%
Sensitive
27.34%
Communication Services
2.73%
Energy
6.61%
Industrials
14.99%
Information Technology
3.01%
Defensive
15.19%
Consumer Staples
5.17%
Health Care
8.02%
Utilities
2.00%
Not Classified
3.09%
Non Classified Equity
0.49%
Not Classified - Non Equity
2.60%
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