Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.56%
Stock 97.14%
Bond 1.21%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of February 28, 2026
Large 87.04%
Mid 12.13%
Small 0.82%
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Region Exposure

% Developed Markets: 98.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.43%

Americas 3.28%
3.28%
Canada 0.82%
United States 2.46%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.04%
United Kingdom 19.41%
52.63%
Belgium 1.34%
Denmark 1.74%
France 11.35%
Germany 8.32%
Ireland 2.61%
Italy 4.81%
Netherlands 5.35%
Spain 7.69%
Sweden 2.56%
Switzerland 6.87%
0.00%
0.00%
Greater Asia 23.25%
Japan 20.23%
0.00%
3.02%
Hong Kong 0.43%
Singapore 0.20%
Taiwan 2.38%
0.00%
Unidentified Region 1.43%

Stock Sector Exposure

Cyclical
36.95%
Materials
8.34%
Consumer Discretionary
4.95%
Financials
23.67%
Real Estate
0.00%
Sensitive
42.80%
Communication Services
0.71%
Energy
1.56%
Industrials
28.34%
Information Technology
12.19%
Defensive
17.62%
Consumer Staples
4.35%
Health Care
10.04%
Utilities
3.23%
Not Classified
2.63%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.62%
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