Asset Allocation

As of February 28, 2026.
Type % Net
Cash 7.26%
Stock 92.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
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Market Capitalization

As of February 28, 2026
Large 81.17%
Mid 16.28%
Small 2.55%
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Region Exposure

% Developed Markets: 84.86%    % Emerging Markets: 4.60%    % Unidentified Markets: 10.54%

Americas 5.05%
5.05%
Canada 3.47%
United States 1.58%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.00%
United Kingdom 22.04%
33.96%
Denmark 0.77%
France 7.13%
Germany 5.56%
Ireland 4.01%
Netherlands 9.59%
Norway 1.82%
Portugal 1.03%
Sweden 1.34%
Switzerland 2.71%
0.00%
0.00%
Greater Asia 28.41%
Japan 11.95%
0.00%
11.86%
Hong Kong 3.76%
South Korea 4.35%
Taiwan 3.75%
4.60%
China 2.40%
India 2.20%
Unidentified Region 10.54%

Stock Sector Exposure

Cyclical
39.01%
Materials
8.02%
Consumer Discretionary
10.01%
Financials
20.97%
Real Estate
0.00%
Sensitive
36.43%
Communication Services
4.24%
Energy
6.53%
Industrials
14.18%
Information Technology
11.48%
Defensive
19.03%
Consumer Staples
5.77%
Health Care
7.83%
Utilities
5.43%
Not Classified
5.53%
Non Classified Equity
4.71%
Not Classified - Non Equity
0.82%
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