Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.12%
Stock 96.36%
Bond 0.00%
Convertible 0.00%
Preferred 1.55%
Other 1.98%
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Market Capitalization

As of February 28, 2026
Large 74.20%
Mid 18.84%
Small 6.96%
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Region Exposure

% Developed Markets: 98.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.98%

Americas 1.13%
0.00%
1.13%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.86%
United Kingdom 23.47%
42.34%
Austria 1.12%
France 17.38%
Germany 9.29%
Italy 1.22%
Netherlands 5.29%
Spain 4.08%
Sweden 0.43%
Switzerland 3.53%
0.00%
0.04%
Israel 0.04%
Greater Asia 31.04%
Japan 26.80%
1.59%
Australia 1.58%
2.64%
Hong Kong 1.19%
Singapore 1.45%
0.00%
Unidentified Region 1.98%

Stock Sector Exposure

Cyclical
39.47%
Materials
4.72%
Consumer Discretionary
6.37%
Financials
24.09%
Real Estate
4.28%
Sensitive
47.86%
Communication Services
5.68%
Energy
9.39%
Industrials
28.39%
Information Technology
4.39%
Defensive
10.55%
Consumer Staples
1.04%
Health Care
8.41%
Utilities
1.10%
Not Classified
2.12%
Non Classified Equity
1.17%
Not Classified - Non Equity
0.95%
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