Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.37%
Stock 97.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.30%
Other 0.43%
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Market Capitalization

As of February 28, 2026
Large 83.18%
Mid 14.08%
Small 2.73%
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Region Exposure

% Developed Markets: 96.83%    % Emerging Markets: 1.84%    % Unidentified Markets: 1.33%

Americas 2.57%
1.76%
Canada 1.40%
United States 0.36%
0.81%
Brazil 0.62%
Mexico 0.16%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.46%
United Kingdom 16.80%
44.92%
Austria 0.51%
Belgium 0.68%
Denmark 1.21%
Finland 1.11%
France 11.30%
Germany 7.00%
Ireland 1.46%
Italy 3.03%
Netherlands 5.71%
Norway 0.47%
Portugal 0.16%
Spain 3.37%
Sweden 2.22%
Switzerland 6.23%
0.01%
Turkey 0.01%
0.72%
Israel 0.47%
South Africa 0.23%
United Arab Emirates 0.02%
Greater Asia 33.64%
Japan 22.80%
4.45%
Australia 4.44%
5.57%
Hong Kong 2.35%
Singapore 1.53%
South Korea 1.08%
Taiwan 0.56%
0.82%
China 0.37%
India 0.14%
Indonesia 0.07%
Thailand 0.24%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
40.49%
Materials
6.52%
Consumer Discretionary
10.70%
Financials
21.95%
Real Estate
1.32%
Sensitive
40.08%
Communication Services
4.82%
Energy
4.00%
Industrials
20.46%
Information Technology
10.79%
Defensive
17.76%
Consumer Staples
5.61%
Health Care
9.41%
Utilities
2.75%
Not Classified
1.67%
Non Classified Equity
1.67%
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