Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 91.29%
Bond 0.00%
Convertible 0.00%
Preferred 3.55%
Other 5.16%
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Market Capitalization

As of February 28, 2026
Large 61.70%
Mid 29.84%
Small 8.46%
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Region Exposure

% Developed Markets: 93.11%    % Emerging Markets: 3.71%    % Unidentified Markets: 3.17%

Americas 2.35%
0.00%
2.35%
Brazil 2.35%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.93%
United Kingdom 24.86%
44.07%
Austria 2.09%
Denmark 1.39%
France 13.82%
Germany 11.14%
Italy 1.54%
Netherlands 5.86%
Spain 1.61%
Switzerland 4.95%
0.00%
0.00%
Greater Asia 25.55%
Japan 16.68%
0.00%
7.50%
Hong Kong 1.80%
South Korea 3.99%
Taiwan 1.72%
1.37%
China 1.37%
Unidentified Region 3.17%

Stock Sector Exposure

Cyclical
49.02%
Materials
11.71%
Consumer Discretionary
17.30%
Financials
18.11%
Real Estate
1.90%
Sensitive
22.01%
Communication Services
9.44%
Energy
5.52%
Industrials
3.31%
Information Technology
3.74%
Defensive
28.97%
Consumer Staples
16.62%
Health Care
12.35%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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