Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.47%
Stock 94.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.01%
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Market Capitalization

As of February 28, 2026
Large 72.88%
Mid 23.35%
Small 3.77%
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Region Exposure

% Developed Markets: 99.77%    % Emerging Markets: 1.23%    % Unidentified Markets: -1.01%

Americas 10.08%
10.08%
Canada 10.08%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.37%
United Kingdom 24.41%
40.96%
Denmark 2.93%
Finland 1.76%
France 11.48%
Germany 10.93%
Ireland 1.62%
Italy 1.21%
Netherlands 1.55%
Sweden 4.23%
Switzerland 5.23%
0.00%
0.00%
Greater Asia 25.56%
Japan 16.49%
2.25%
Australia 2.25%
5.59%
South Korea 1.68%
Taiwan 3.90%
1.23%
China 1.23%
Unidentified Region -1.01%

Stock Sector Exposure

Cyclical
33.14%
Materials
3.12%
Consumer Discretionary
15.85%
Financials
14.17%
Real Estate
0.00%
Sensitive
43.72%
Communication Services
3.39%
Energy
0.00%
Industrials
24.52%
Information Technology
15.81%
Defensive
23.14%
Consumer Staples
8.48%
Health Care
14.66%
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