Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.68%
Stock 97.09%
Bond 0.92%
Convertible 0.00%
Preferred 0.61%
Other 0.70%
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Market Capitalization

As of February 28, 2026
Large 65.91%
Mid 25.68%
Small 8.41%
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Region Exposure

% Developed Markets: 97.01%    % Emerging Markets: 2.28%    % Unidentified Markets: 0.71%

Americas 6.52%
5.63%
Canada 2.85%
United States 2.78%
0.88%
Mexico 0.88%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.53%
United Kingdom 20.34%
49.09%
Austria 0.04%
Belgium 0.96%
Denmark 2.27%
Finland 3.14%
France 12.50%
Germany 9.04%
Greece 0.20%
Ireland 0.70%
Italy 4.82%
Netherlands 5.12%
Norway 1.86%
Portugal 0.02%
Spain 1.16%
Sweden 2.93%
Switzerland 4.09%
0.00%
0.10%
Israel 0.10%
Greater Asia 23.25%
Japan 14.97%
2.20%
Australia 2.18%
4.67%
Hong Kong 1.71%
Singapore 0.59%
South Korea 2.37%
1.41%
China 0.57%
Indonesia 0.83%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
39.21%
Materials
7.29%
Consumer Discretionary
6.26%
Financials
24.23%
Real Estate
1.44%
Sensitive
38.13%
Communication Services
2.58%
Energy
3.87%
Industrials
20.57%
Information Technology
11.11%
Defensive
20.55%
Consumer Staples
5.92%
Health Care
8.45%
Utilities
6.18%
Not Classified
2.11%
Non Classified Equity
0.76%
Not Classified - Non Equity
1.35%
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