Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.37%
Stock 97.00%
Bond 2.63%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 77.08%
Mid 16.78%
Small 6.14%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.04%    % Emerging Markets: 11.88%    % Unidentified Markets: 0.08%

Americas 13.84%
13.12%
Canada 3.94%
United States 9.18%
0.72%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.90%
United Kingdom 14.21%
38.69%
Belgium 1.91%
Denmark 1.12%
France 12.34%
Germany 5.17%
Ireland 1.99%
Italy 1.26%
Netherlands 7.95%
Spain 1.26%
Switzerland 5.67%
0.00%
0.00%
Greater Asia 33.18%
Japan 10.24%
0.00%
12.41%
Hong Kong 2.74%
South Korea 1.53%
Taiwan 8.14%
10.53%
China 4.90%
India 5.62%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
23.94%
Materials
1.20%
Consumer Discretionary
11.43%
Financials
11.32%
Real Estate
0.00%
Sensitive
49.38%
Communication Services
6.30%
Energy
2.46%
Industrials
22.30%
Information Technology
18.32%
Defensive
23.71%
Consumer Staples
3.61%
Health Care
18.98%
Utilities
1.12%
Not Classified
2.97%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.97%
As of February 28, 2026
View Region Exposure
Start Trial

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