Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.26%
Stock 92.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.44%
Other 2.67%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 76.21%
Mid 18.72%
Small 5.07%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.31%    % Emerging Markets: 0.02%    % Unidentified Markets: 2.67%

Americas 4.51%
4.36%
Canada 4.26%
United States 0.09%
0.15%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.46%
United Kingdom 12.63%
48.71%
Austria 0.12%
Belgium 0.80%
Denmark 1.46%
Finland 1.16%
France 10.64%
Germany 8.55%
Ireland 0.38%
Italy 2.70%
Netherlands 5.40%
Norway 0.62%
Portugal 0.40%
Spain 2.15%
Sweden 4.04%
Switzerland 9.59%
0.00%
0.11%
Israel 0.11%
Greater Asia 31.36%
Japan 22.52%
6.47%
Australia 6.32%
2.35%
Hong Kong 1.46%
Singapore 0.89%
0.02%
China 0.02%
Unidentified Region 2.67%

Stock Sector Exposure

Cyclical
40.73%
Materials
7.68%
Consumer Discretionary
8.20%
Financials
23.35%
Real Estate
1.50%
Sensitive
36.15%
Communication Services
3.11%
Energy
3.25%
Industrials
20.49%
Information Technology
9.30%
Defensive
22.94%
Consumer Staples
7.97%
Health Care
12.54%
Utilities
2.42%
Not Classified
0.18%
Non Classified Equity
0.18%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

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