Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.87%
Stock 98.59%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
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Market Capitalization

As of February 28, 2026
Large 93.98%
Mid 5.87%
Small 0.15%
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Region Exposure

% Developed Markets: 99.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.90%

Americas 0.31%
0.31%
Canada 0.08%
United States 0.23%
0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.58%
United Kingdom 16.89%
51.68%
Austria 0.88%
Belgium 1.34%
Denmark 0.67%
Finland 1.49%
France 11.06%
Germany 9.00%
Greece 0.53%
Ireland 1.30%
Italy 1.47%
Netherlands 6.20%
Norway 0.01%
Spain 4.22%
Sweden 4.08%
Switzerland 9.43%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 30.20%
Japan 20.95%
3.43%
Australia 3.43%
5.82%
Hong Kong 2.37%
Singapore 2.50%
Taiwan 0.96%
0.00%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
42.27%
Materials
4.86%
Consumer Discretionary
12.68%
Financials
23.06%
Real Estate
1.67%
Sensitive
35.79%
Communication Services
4.83%
Energy
3.52%
Industrials
19.83%
Information Technology
7.61%
Defensive
21.11%
Consumer Staples
6.36%
Health Care
10.15%
Utilities
4.60%
Not Classified
0.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.83%
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