Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.35%
Stock 96.79%
Bond 0.81%
Convertible 0.00%
Preferred 1.00%
Other 1.06%
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Market Capitalization

As of February 28, 2026
Large 76.24%
Mid 18.28%
Small 5.49%
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Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 1.01%    % Unidentified Markets: 0.28%

Americas 2.18%
2.18%
Canada 1.37%
United States 0.81%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.41%
United Kingdom 12.21%
44.66%
Belgium 1.10%
Denmark 0.17%
Finland 2.43%
France 7.29%
Germany 4.75%
Italy 2.96%
Netherlands 9.38%
Norway 1.70%
Portugal 0.31%
Spain 7.33%
Sweden 0.26%
Switzerland 6.39%
0.00%
1.54%
Israel 1.54%
Greater Asia 39.13%
Japan 26.68%
4.26%
Australia 4.26%
7.18%
Hong Kong 5.44%
Singapore 1.74%
1.01%
China 1.01%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
42.65%
Materials
8.00%
Consumer Discretionary
10.49%
Financials
23.82%
Real Estate
0.34%
Sensitive
41.27%
Communication Services
4.81%
Energy
0.69%
Industrials
22.84%
Information Technology
12.92%
Defensive
14.76%
Consumer Staples
3.91%
Health Care
10.30%
Utilities
0.54%
Not Classified
1.32%
Non Classified Equity
0.15%
Not Classified - Non Equity
1.17%
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