Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.60%
Stock 93.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.31%
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Market Capitalization

As of February 28, 2026
Large 69.86%
Mid 23.01%
Small 7.13%
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Region Exposure

% Developed Markets: 89.52%    % Emerging Markets: 4.30%    % Unidentified Markets: 6.18%

Americas 0.89%
0.89%
United States 0.89%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.58%
United Kingdom 32.57%
38.01%
Denmark 1.07%
France 10.50%
Ireland 3.26%
Netherlands 12.48%
Portugal 1.18%
Sweden 1.57%
Switzerland 6.95%
0.00%
0.00%
Greater Asia 22.36%
Japan 5.90%
0.00%
12.17%
Hong Kong 3.08%
South Korea 3.82%
Taiwan 5.26%
4.30%
China 1.21%
India 3.09%
Unidentified Region 6.18%

Stock Sector Exposure

Cyclical
41.69%
Materials
4.73%
Consumer Discretionary
15.19%
Financials
21.77%
Real Estate
0.00%
Sensitive
33.64%
Communication Services
1.29%
Energy
7.21%
Industrials
13.00%
Information Technology
12.15%
Defensive
24.66%
Consumer Staples
12.48%
Health Care
7.85%
Utilities
4.34%
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