Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.77%
Stock 94.93%
Bond 4.09%
Convertible 0.00%
Preferred 0.79%
Other -0.58%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.44%    % Emerging Markets: 0.67%    % Unidentified Markets: 0.88%

Americas 7.48%
7.48%
Canada 3.29%
United States 4.20%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.23%
United Kingdom 11.04%
41.35%
Austria 0.26%
Belgium 0.92%
Denmark 0.23%
Finland 1.68%
France 8.06%
Germany 5.74%
Ireland 0.15%
Italy 3.45%
Netherlands 6.22%
Norway 1.15%
Portugal 0.19%
Spain 6.29%
Sweden 0.75%
Switzerland 5.77%
0.00%
0.84%
Israel 0.84%
Greater Asia 38.40%
Japan 29.27%
3.99%
Australia 3.99%
4.47%
Hong Kong 3.33%
Singapore 1.14%
0.67%
China 0.67%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
43.14%
Materials
5.41%
Consumer Discretionary
12.54%
Financials
24.84%
Real Estate
0.35%
Sensitive
37.43%
Communication Services
6.24%
Energy
2.32%
Industrials
19.51%
Information Technology
9.36%
Defensive
12.87%
Consumer Staples
4.74%
Health Care
8.00%
Utilities
0.13%
Not Classified
6.57%
Non Classified Equity
1.84%
Not Classified - Non Equity
4.73%
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