Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.35%
Stock 97.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 0.85%
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Market Capitalization

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

% Developed Markets: 98.56%    % Emerging Markets: 0.67%    % Unidentified Markets: 0.77%

Americas 1.54%
1.46%
Canada 1.33%
United States 0.13%
0.08%
Mexico 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.69%
United Kingdom 13.74%
46.06%
Austria 0.38%
Belgium 0.91%
Denmark 1.42%
Finland 1.09%
France 8.12%
Germany 8.30%
Ireland 0.79%
Italy 2.92%
Netherlands 5.52%
Norway 0.75%
Portugal 0.18%
Spain 3.16%
Sweden 3.50%
Switzerland 8.77%
0.49%
Poland 0.49%
1.40%
Israel 1.40%
Greater Asia 36.00%
Japan 24.98%
7.32%
Australia 7.06%
3.61%
Hong Kong 2.00%
Singapore 1.58%
0.10%
China 0.10%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
41.28%
Materials
6.36%
Consumer Discretionary
9.09%
Financials
23.94%
Real Estate
1.89%
Sensitive
36.48%
Communication Services
4.00%
Energy
3.45%
Industrials
19.96%
Information Technology
9.07%
Defensive
21.92%
Consumer Staples
7.28%
Health Care
10.86%
Utilities
3.78%
Not Classified
0.32%
Non Classified Equity
0.32%
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