Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.17%
Stock 97.93%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 83.91%
Mid 16.09%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.17%

Americas 6.65%
6.65%
Canada 5.75%
United States 0.90%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.00%
United Kingdom 15.80%
40.23%
Denmark 1.74%
France 7.94%
Germany 5.53%
Ireland 1.37%
Netherlands 5.71%
Spain 2.69%
Sweden 9.53%
Switzerland 5.71%
0.00%
0.97%
Israel 0.97%
Greater Asia 35.19%
Japan 18.25%
0.00%
16.93%
Hong Kong 5.07%
Singapore 4.41%
South Korea 3.76%
Taiwan 3.69%
0.00%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
29.04%
Materials
5.40%
Consumer Discretionary
4.87%
Financials
18.77%
Real Estate
0.00%
Sensitive
44.73%
Communication Services
0.00%
Energy
4.06%
Industrials
19.80%
Information Technology
20.87%
Defensive
24.45%
Consumer Staples
5.27%
Health Care
19.18%
Utilities
0.00%
Not Classified
1.78%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.78%
As of February 28, 2026
View Region Exposure
Start Trial

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