Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.55%
Stock 98.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.76%
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Market Capitalization

As of February 28, 2026
Large 85.91%
Mid 11.97%
Small 2.12%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.45%

Americas -0.08%
-0.08%
Canada 0.02%
United States -0.10%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 99.64%
United Kingdom 32.01%
67.62%
Belgium 4.11%
Denmark 1.52%
France 17.15%
Germany 16.44%
Greece 0.56%
Ireland 4.42%
Italy 1.31%
Netherlands 6.88%
Spain 1.67%
Sweden 4.64%
Switzerland 8.12%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
33.84%
Materials
8.80%
Consumer Discretionary
5.89%
Financials
18.17%
Real Estate
0.97%
Sensitive
37.33%
Communication Services
4.98%
Energy
5.73%
Industrials
20.93%
Information Technology
5.70%
Defensive
28.83%
Consumer Staples
10.58%
Health Care
15.40%
Utilities
2.86%
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