Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.01%
Stock 96.61%
Bond 0.00%
Convertible 0.00%
Preferred 1.58%
Other 1.81%
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Market Capitalization

As of February 28, 2026
Large 75.62%
Mid 18.07%
Small 6.31%
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Region Exposure

% Developed Markets: 97.36%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.81%

Americas 1.50%
0.00%
Canada 0.00%
1.50%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.73%
United Kingdom 24.73%
45.00%
Belgium 0.85%
Denmark 0.86%
France 9.78%
Germany 10.69%
Greece 0.49%
Ireland 1.25%
Italy 3.17%
Netherlands 7.78%
Spain 5.80%
Switzerland 4.35%
0.00%
0.00%
South Africa 0.00%
Greater Asia 26.97%
Japan 22.80%
0.72%
Australia 0.72%
2.62%
Hong Kong 2.62%
0.83%
China 0.83%
Unidentified Region 1.81%

Stock Sector Exposure

Cyclical
34.77%
Materials
3.35%
Consumer Discretionary
8.97%
Financials
22.45%
Real Estate
0.00%
Sensitive
44.49%
Communication Services
4.75%
Energy
4.49%
Industrials
28.04%
Information Technology
7.20%
Defensive
20.43%
Consumer Staples
4.96%
Health Care
9.46%
Utilities
6.01%
Not Classified
0.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.31%
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