Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.26%
Stock 97.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.59%
Other 0.96%
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Market Capitalization

As of February 28, 2026
Large 2.58%
Mid 50.01%
Small 47.41%
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Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.86%

Americas 0.59%
0.04%
Canada 0.04%
United States 0.00%
0.55%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.79%
United Kingdom 16.26%
27.28%
Austria 2.01%
Denmark 0.71%
France 6.47%
Germany 3.20%
Ireland 6.66%
Italy 3.55%
Netherlands 1.74%
Sweden 1.61%
Switzerland 1.32%
0.00%
2.25%
Israel 2.25%
Greater Asia 52.76%
Japan 41.70%
11.06%
Australia 11.06%
0.00%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
42.07%
Materials
16.30%
Consumer Discretionary
10.44%
Financials
12.40%
Real Estate
2.94%
Sensitive
43.31%
Communication Services
3.08%
Energy
4.80%
Industrials
23.50%
Information Technology
11.93%
Defensive
13.14%
Consumer Staples
5.36%
Health Care
6.59%
Utilities
1.18%
Not Classified
1.48%
Non Classified Equity
1.48%
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