Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.64%
Stock 98.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other 0.98%
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Market Capitalization

As of February 28, 2026
Large 85.40%
Mid 13.75%
Small 0.85%
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Region Exposure

% Developed Markets: 98.72%    % Emerging Markets: 0.15%    % Unidentified Markets: 1.13%

Americas 0.19%
0.09%
United States 0.09%
0.10%
Mexico 0.06%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.45%
United Kingdom 14.37%
50.10%
Austria 0.25%
Belgium 0.88%
Denmark 1.55%
Finland 1.13%
France 9.29%
Germany 9.07%
Ireland 0.73%
Italy 2.99%
Netherlands 6.05%
Norway 0.63%
Portugal 0.18%
Spain 3.55%
Sweden 3.37%
Switzerland 9.84%
0.03%
Czech Republic 0.03%
0.95%
Israel 0.95%
Greater Asia 33.23%
Japan 22.96%
6.73%
Australia 6.51%
3.49%
Hong Kong 1.91%
Singapore 1.56%
0.04%
China 0.04%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
40.87%
Materials
6.03%
Consumer Discretionary
8.82%
Financials
24.44%
Real Estate
1.58%
Sensitive
36.33%
Communication Services
4.09%
Energy
3.42%
Industrials
20.10%
Information Technology
8.73%
Defensive
22.44%
Consumer Staples
7.44%
Health Care
11.10%
Utilities
3.90%
Not Classified
0.35%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.00%
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