Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.30%
Stock 97.25%
Bond 0.00%
Convertible 0.00%
Preferred 1.15%
Other 1.30%
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Market Capitalization

As of February 28, 2026
Large 96.04%
Mid 3.96%
Small 0.00%
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Region Exposure

% Developed Markets: 95.69%    % Emerging Markets: 2.71%    % Unidentified Markets: 1.60%

Americas 1.89%
-0.00%
United States -0.00%
1.89%
Brazil 1.15%
Mexico 0.75%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.35%
United Kingdom 16.54%
50.81%
Denmark 2.48%
Finland 1.45%
France 6.20%
Germany 8.97%
Ireland 3.21%
Italy 2.37%
Netherlands 8.95%
Spain 6.93%
Switzerland 10.26%
0.00%
0.00%
Greater Asia 29.16%
Japan 21.12%
3.61%
Australia 3.61%
3.60%
South Korea 2.27%
Taiwan 1.34%
0.81%
India 0.61%
Indonesia 0.20%
Unidentified Region 1.60%

Stock Sector Exposure

Cyclical
44.01%
Materials
11.65%
Consumer Discretionary
8.27%
Financials
24.08%
Real Estate
0.00%
Sensitive
34.09%
Communication Services
2.10%
Energy
4.02%
Industrials
17.75%
Information Technology
10.23%
Defensive
21.90%
Consumer Staples
5.64%
Health Care
11.60%
Utilities
4.65%
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