Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.30%
Stock 98.64%
Bond 1.06%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 87.31%
Mid 11.54%
Small 1.14%
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Region Exposure

% Developed Markets: 97.96%    % Emerging Markets: 0.14%    % Unidentified Markets: 1.91%

Americas 1.45%
1.45%
Canada 1.45%
United States 0.00%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.91%
United Kingdom 16.10%
48.81%
Denmark 0.78%
Finland 1.12%
France 8.02%
Germany 6.76%
Ireland 5.20%
Italy 3.35%
Netherlands 7.75%
Norway 2.78%
Spain 4.23%
Sweden 1.16%
Switzerland 7.65%
0.00%
0.00%
Greater Asia 31.73%
Japan 26.10%
2.41%
Australia 2.41%
3.08%
Hong Kong 1.89%
Singapore 1.19%
0.14%
Indonesia 0.14%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
45.83%
Materials
7.83%
Consumer Discretionary
9.41%
Financials
25.80%
Real Estate
2.79%
Sensitive
30.59%
Communication Services
1.83%
Energy
5.50%
Industrials
20.03%
Information Technology
3.23%
Defensive
23.59%
Consumer Staples
7.52%
Health Care
10.54%
Utilities
5.53%
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