Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.91%
Stock 97.21%
Bond 1.85%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of February 28, 2026
Large 77.07%
Mid 22.84%
Small 0.10%
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Region Exposure

% Developed Markets: 99.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.68%

Americas 4.67%
4.67%
Canada 2.11%
United States 2.55%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.47%
United Kingdom 10.39%
66.08%
Austria 2.17%
France 14.75%
Germany 15.08%
Ireland 3.50%
Netherlands 10.68%
Spain 5.40%
Switzerland 14.51%
0.00%
0.00%
Greater Asia 18.19%
Japan 15.48%
0.00%
2.71%
Taiwan 2.71%
0.00%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
38.16%
Materials
8.57%
Consumer Discretionary
6.34%
Financials
23.25%
Real Estate
0.00%
Sensitive
38.63%
Communication Services
1.75%
Energy
0.00%
Industrials
23.14%
Information Technology
13.74%
Defensive
23.17%
Consumer Staples
8.54%
Health Care
14.63%
Utilities
0.00%
Not Classified
0.03%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.03%
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