Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.47%
Stock 97.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 0.84%
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Market Capitalization

As of February 28, 2026
Large 78.20%
Mid 16.52%
Small 5.29%
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Region Exposure

% Developed Markets: 98.43%    % Emerging Markets: 0.66%    % Unidentified Markets: 0.86%

Americas 4.37%
4.02%
Canada 2.27%
United States 1.75%
0.35%
Mexico 0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.25%
United Kingdom 16.48%
48.14%
Austria 0.30%
Belgium 1.02%
Denmark 1.56%
Finland 0.83%
France 10.97%
Germany 8.95%
Greece 0.09%
Ireland 0.97%
Italy 2.82%
Netherlands 5.53%
Norway 0.60%
Portugal 0.20%
Spain 3.17%
Sweden 2.36%
Switzerland 8.20%
0.06%
Czech Republic 0.01%
Poland 0.00%
0.57%
Israel 0.57%
Greater Asia 29.47%
Japan 19.82%
3.71%
Australia 3.62%
5.41%
Hong Kong 1.85%
Singapore 1.36%
South Korea 1.49%
Taiwan 0.70%
0.53%
China 0.42%
India 0.07%
Indonesia 0.05%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
36.88%
Materials
5.66%
Consumer Discretionary
10.24%
Financials
19.02%
Real Estate
1.96%
Sensitive
39.07%
Communication Services
4.11%
Energy
2.90%
Industrials
19.94%
Information Technology
12.13%
Defensive
23.18%
Consumer Staples
7.11%
Health Care
12.75%
Utilities
3.32%
Not Classified
0.86%
Non Classified Equity
0.26%
Not Classified - Non Equity
0.60%
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