Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.50%
Stock 95.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of February 28, 2026
Large 59.66%
Mid 31.88%
Small 8.46%
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Region Exposure

% Developed Markets: 96.23%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.77%

Americas 0.24%
0.24%
Canada 0.24%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 95.99%
United Kingdom 34.69%
61.30%
Denmark 3.30%
Finland 4.46%
France 19.30%
Germany 15.86%
Ireland 2.18%
Italy 3.02%
Netherlands 3.27%
Sweden 6.34%
Switzerland 3.56%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.77%

Stock Sector Exposure

Cyclical
27.68%
Materials
3.55%
Consumer Discretionary
13.46%
Financials
10.67%
Real Estate
0.00%
Sensitive
48.24%
Communication Services
6.63%
Energy
0.00%
Industrials
31.91%
Information Technology
9.71%
Defensive
24.07%
Consumer Staples
11.51%
Health Care
12.56%
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