Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.88%
Stock 91.68%
Bond 2.26%
Convertible 0.00%
Preferred 3.38%
Other 0.80%
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Market Capitalization

As of February 28, 2026
Large 79.16%
Mid 14.56%
Small 6.28%
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Region Exposure

% Developed Markets: 71.65%    % Emerging Markets: 25.90%    % Unidentified Markets: 2.45%

Americas 29.83%
20.62%
Canada 5.99%
United States 14.63%
9.21%
Brazil 7.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.53%
United Kingdom 8.36%
12.25%
Belgium 0.95%
Germany 0.82%
Netherlands 4.28%
Norway 3.11%
Portugal 1.08%
Spain 2.02%
1.08%
Turkey 1.08%
8.85%
Saudi Arabia 3.52%
South Africa 3.48%
United Arab Emirates 1.85%
Greater Asia 37.19%
Japan 10.06%
0.00%
16.32%
Hong Kong 5.02%
South Korea 3.99%
Taiwan 7.31%
10.81%
China 10.81%
Unidentified Region 2.45%

Stock Sector Exposure

Cyclical
50.31%
Materials
12.96%
Consumer Discretionary
13.44%
Financials
23.91%
Real Estate
0.00%
Sensitive
35.37%
Communication Services
6.62%
Energy
7.54%
Industrials
2.85%
Information Technology
18.37%
Defensive
10.14%
Consumer Staples
0.00%
Health Care
10.14%
Utilities
0.00%
Not Classified
4.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.18%
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