Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.04%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of February 28, 2026
Large 85.79%
Mid 11.11%
Small 3.10%
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Region Exposure

% Developed Markets: 98.09%    % Emerging Markets: 2.05%    % Unidentified Markets: -0.14%

Americas 2.24%
2.24%
Canada 1.13%
United States 1.11%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.84%
United Kingdom 18.14%
48.66%
Austria 3.95%
Belgium 0.03%
Denmark 2.90%
Finland 0.06%
France 12.72%
Germany 3.87%
Ireland 3.62%
Italy 3.90%
Netherlands 3.65%
Norway 0.03%
Portugal 0.01%
Spain 3.21%
Sweden 5.53%
Switzerland 5.17%
0.04%
Poland 0.04%
0.00%
Greater Asia 31.05%
Japan 22.72%
1.69%
Australia 1.69%
4.64%
Singapore 1.18%
Taiwan 3.46%
2.01%
China 2.01%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
39.82%
Materials
3.98%
Consumer Discretionary
9.64%
Financials
26.20%
Real Estate
0.00%
Sensitive
40.74%
Communication Services
3.40%
Energy
1.14%
Industrials
22.04%
Information Technology
14.16%
Defensive
19.44%
Consumer Staples
4.85%
Health Care
13.20%
Utilities
1.39%
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