Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.05%
Stock 98.95%
Bond 0.03%
Convertible 0.00%
Preferred 0.19%
Other 0.77%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 1.20%
Mid 37.83%
Small 60.97%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.39%    % Unidentified Markets: 0.47%

Americas 0.51%
0.09%
United States 0.09%
0.42%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.93%
United Kingdom 11.80%
30.41%
Austria 1.25%
Belgium 1.53%
Denmark 1.85%
Finland 1.11%
France 3.43%
Germany 3.69%
Ireland 0.41%
Italy 2.89%
Netherlands 1.09%
Norway 1.64%
Portugal 0.21%
Spain 1.60%
Sweden 4.62%
Switzerland 4.36%
0.03%
4.69%
Israel 4.69%
Greater Asia 52.10%
Japan 37.19%
11.00%
Australia 10.68%
3.84%
Hong Kong 1.38%
Singapore 2.38%
0.06%
China 0.05%
Indonesia 0.01%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
46.50%
Materials
11.95%
Consumer Discretionary
11.69%
Financials
12.57%
Real Estate
10.30%
Sensitive
39.64%
Communication Services
3.66%
Energy
3.31%
Industrials
23.45%
Information Technology
9.22%
Defensive
13.29%
Consumer Staples
5.22%
Health Care
5.17%
Utilities
2.90%
Not Classified
0.57%
Non Classified Equity
0.57%
Not Classified - Non Equity
0.00%
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