Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.84%
Stock 98.60%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 89.32%
Mid 8.36%
Small 2.32%
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Region Exposure

% Developed Markets: 85.90%    % Emerging Markets: 13.33%    % Unidentified Markets: 0.77%

Americas 10.60%
8.73%
Canada 3.87%
United States 4.86%
1.87%
Brazil 0.55%
Mexico 0.69%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.74%
United Kingdom 13.40%
30.87%
Belgium 1.67%
Denmark 1.31%
France 9.47%
Germany 3.82%
Ireland 1.92%
Italy 0.93%
Netherlands 4.48%
Spain 0.88%
Sweden 3.48%
Switzerland 2.91%
0.24%
Czech Republic 0.24%
1.23%
Israel 1.23%
Greater Asia 42.88%
Japan 11.29%
1.62%
Australia 1.62%
18.76%
Hong Kong 3.61%
Singapore 1.56%
South Korea 4.99%
Taiwan 8.59%
11.22%
China 4.43%
India 3.89%
Indonesia 1.80%
Thailand 1.09%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
33.34%
Materials
3.61%
Consumer Discretionary
8.39%
Financials
21.34%
Real Estate
0.00%
Sensitive
47.94%
Communication Services
2.07%
Energy
3.66%
Industrials
23.67%
Information Technology
18.54%
Defensive
17.38%
Consumer Staples
7.12%
Health Care
8.82%
Utilities
1.44%
Not Classified
1.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.34%
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