Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.25%
Stock 97.96%
Bond 0.47%
Convertible 0.00%
Preferred 1.01%
Other 0.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.70%    % Emerging Markets: 7.16%    % Unidentified Markets: 0.14%

Americas 52.68%
50.91%
Canada 4.11%
United States 46.79%
1.78%
Brazil 1.26%
Chile 0.07%
Mexico 0.35%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.66%
United Kingdom 5.86%
16.49%
Austria 0.17%
Belgium 0.27%
Denmark 0.41%
Finland 0.51%
France 3.13%
Germany 3.41%
Ireland 1.01%
Italy 0.98%
Netherlands 1.31%
Norway 0.30%
Portugal 0.07%
Spain 1.14%
Sweden 0.84%
Switzerland 2.72%
0.30%
Poland 0.17%
Turkey 0.13%
1.01%
Israel 0.23%
Saudi Arabia 0.21%
South Africa 0.58%
Greater Asia 23.51%
Japan 9.58%
1.94%
Australia 1.92%
7.60%
Hong Kong 1.23%
Singapore 0.49%
South Korea 3.71%
Taiwan 2.17%
4.39%
China 2.93%
India 0.95%
Indonesia 0.12%
Malaysia 0.09%
Thailand 0.31%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
39.01%
Materials
7.53%
Consumer Discretionary
10.43%
Financials
19.20%
Real Estate
1.85%
Sensitive
41.40%
Communication Services
7.41%
Energy
8.08%
Industrials
11.22%
Information Technology
14.68%
Defensive
18.43%
Consumer Staples
5.75%
Health Care
9.32%
Utilities
3.35%
Not Classified
1.17%
Non Classified Equity
0.43%
Not Classified - Non Equity
0.74%
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