Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.73%
Stock 99.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of February 28, 2026
Large 89.15%
Mid 10.85%
Small 0.00%
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Region Exposure

% Developed Markets: 98.39%    % Emerging Markets: 1.64%    % Unidentified Markets: -0.04%

Americas 6.70%
6.70%
Canada 4.05%
United States 2.65%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.67%
United Kingdom 21.44%
54.23%
France 16.46%
Germany 4.64%
Ireland 2.40%
Netherlands 7.46%
Spain 5.14%
Sweden 1.79%
Switzerland 16.34%
0.00%
0.00%
Greater Asia 17.66%
Japan 4.89%
1.01%
Australia 1.01%
10.12%
Taiwan 10.12%
1.64%
India 1.64%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
36.68%
Materials
6.03%
Consumer Discretionary
17.10%
Financials
13.55%
Real Estate
0.00%
Sensitive
45.98%
Communication Services
0.00%
Energy
0.00%
Industrials
17.80%
Information Technology
28.18%
Defensive
17.34%
Consumer Staples
11.16%
Health Care
6.18%
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