Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 98.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.57%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 72.36%
Mid 22.72%
Small 4.92%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.95%    % Emerging Markets: 1.47%    % Unidentified Markets: 1.58%

Americas 1.88%
1.88%
United States 1.88%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.84%
United Kingdom 28.66%
48.17%
Finland 1.83%
France 6.37%
Germany 8.99%
Greece 1.62%
Ireland 1.85%
Italy 2.71%
Netherlands 9.69%
Norway 1.53%
Spain 1.90%
Switzerland 8.04%
0.00%
0.00%
Greater Asia 19.71%
Japan 16.34%
0.00%
1.90%
Singapore 1.90%
1.47%
China 1.47%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
47.47%
Materials
7.29%
Consumer Discretionary
8.40%
Financials
31.78%
Real Estate
0.00%
Sensitive
26.80%
Communication Services
7.31%
Energy
5.16%
Industrials
11.83%
Information Technology
2.50%
Defensive
24.19%
Consumer Staples
11.74%
Health Care
10.50%
Utilities
1.95%
Not Classified
1.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.53%
As of February 28, 2026
View Region Exposure
Start Trial

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