Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.62%
Stock 98.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 84.15%
Mid 14.41%
Small 1.45%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.62%

Americas 17.33%
17.33%
Canada 3.01%
United States 14.32%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.67%
United Kingdom 8.09%
36.78%
Denmark 0.74%
France 8.14%
Germany 3.40%
Ireland 5.14%
Italy 2.55%
Netherlands 8.42%
Sweden 3.56%
Switzerland 4.83%
0.00%
2.80%
Israel 2.80%
Greater Asia 33.37%
Japan 19.28%
2.18%
Australia 2.18%
11.91%
South Korea 4.29%
Taiwan 7.62%
0.00%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
12.64%
Materials
9.04%
Consumer Discretionary
1.38%
Financials
2.22%
Real Estate
0.00%
Sensitive
74.29%
Communication Services
0.00%
Energy
0.00%
Industrials
36.50%
Information Technology
37.79%
Defensive
10.00%
Consumer Staples
1.45%
Health Care
8.55%
Utilities
0.00%
Not Classified
3.06%
Non Classified Equity
3.06%
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