Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.65%
Stock 98.08%
Bond 0.10%
Convertible 0.00%
Preferred 0.42%
Other 0.75%
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Market Capitalization

As of February 28, 2026
Large 77.24%
Mid 21.61%
Small 1.16%
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Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.34%    % Unidentified Markets: 0.80%

Americas 0.38%
0.18%
United States 0.18%
0.20%
Mexico 0.17%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.66%
United Kingdom 12.00%
51.54%
Austria 0.79%
Belgium 0.95%
Denmark 1.41%
Finland 1.47%
France 8.34%
Germany 8.91%
Ireland 0.60%
Italy 3.63%
Netherlands 7.24%
Norway 1.07%
Portugal 0.79%
Spain 2.37%
Sweden 3.47%
Switzerland 9.83%
0.10%
Czech Republic 0.10%
1.02%
Israel 1.02%
Greater Asia 34.16%
Japan 23.19%
5.77%
Australia 5.72%
5.14%
Hong Kong 3.21%
Singapore 1.92%
0.07%
China 0.07%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
44.42%
Materials
6.50%
Consumer Discretionary
8.20%
Financials
27.21%
Real Estate
2.51%
Sensitive
35.35%
Communication Services
3.52%
Energy
2.87%
Industrials
18.63%
Information Technology
10.34%
Defensive
19.56%
Consumer Staples
4.23%
Health Care
11.33%
Utilities
4.00%
Not Classified
0.67%
Non Classified Equity
0.47%
Not Classified - Non Equity
0.20%
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