Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.19%
Stock 94.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.12%
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Market Capitalization

As of February 28, 2026
Large 4.28%
Mid 41.20%
Small 54.53%
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Region Exposure

% Developed Markets: 97.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.19%

Americas 0.62%
0.00%
0.62%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.10%
United Kingdom 13.39%
42.70%
Austria 0.61%
Belgium 2.35%
Denmark 2.00%
Finland 0.72%
France 7.74%
Germany 4.77%
Greece 1.50%
Ireland 3.93%
Italy 2.80%
Netherlands 4.70%
Norway 4.27%
Spain 2.46%
Sweden 2.72%
Switzerland 2.14%
0.00%
0.00%
Greater Asia 41.10%
Japan 31.49%
4.95%
Australia 4.95%
4.66%
Hong Kong 0.42%
Singapore 1.08%
South Korea 3.16%
0.00%
Unidentified Region 2.19%

Stock Sector Exposure

Cyclical
40.01%
Materials
4.91%
Consumer Discretionary
13.56%
Financials
18.74%
Real Estate
2.80%
Sensitive
49.79%
Communication Services
6.28%
Energy
5.56%
Industrials
26.42%
Information Technology
11.52%
Defensive
9.86%
Consumer Staples
5.78%
Health Care
4.08%
Utilities
0.00%
Not Classified
0.34%
Non Classified Equity
0.34%
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