Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.89%
Stock 96.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.28%
Other 0.12%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.40%    % Emerging Markets: 0.16%    % Unidentified Markets: 1.44%

Americas 1.37%
1.25%
Canada 1.08%
United States 0.16%
0.12%
Mexico 0.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.81%
United Kingdom 13.75%
46.58%
Austria 0.37%
Belgium 0.95%
Denmark 1.57%
Finland 1.12%
France 8.33%
Germany 8.17%
Ireland 0.66%
Italy 2.96%
Netherlands 5.27%
Norway 0.73%
Portugal 0.18%
Spain 3.21%
Sweden 3.46%
Switzerland 9.00%
0.03%
Czech Republic 0.03%
1.45%
Israel 1.45%
Greater Asia 35.38%
Japan 24.64%
7.24%
Australia 7.02%
3.46%
Hong Kong 1.79%
Singapore 1.64%
0.04%
China 0.04%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
41.71%
Materials
6.93%
Consumer Discretionary
9.25%
Financials
22.74%
Real Estate
2.79%
Sensitive
36.79%
Communication Services
4.04%
Energy
3.37%
Industrials
20.55%
Information Technology
8.82%
Defensive
21.14%
Consumer Staples
7.13%
Health Care
10.25%
Utilities
3.76%
Not Classified
0.37%
Non Classified Equity
0.37%
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