Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.10%
Stock 98.80%
Bond 0.09%
Convertible 0.00%
Preferred 0.44%
Other 0.57%
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Market Capitalization

As of February 28, 2026
Large 0.45%
Mid 24.96%
Small 74.59%
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.21%    % Unidentified Markets: 0.26%

Americas 11.33%
10.80%
Canada 10.40%
United States 0.40%
0.53%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.80%
United Kingdom 9.70%
26.64%
Austria 1.50%
Belgium 1.34%
Denmark 1.58%
Finland 1.00%
France 2.78%
Germany 3.28%
Ireland 0.27%
Italy 2.50%
Netherlands 0.75%
Norway 1.50%
Portugal 0.22%
Spain 1.50%
Sweden 4.17%
Switzerland 3.73%
0.00%
4.45%
Israel 4.44%
United Arab Emirates 0.00%
Greater Asia 47.62%
Japan 33.91%
10.33%
Australia 10.04%
3.17%
Hong Kong 1.39%
Singapore 1.78%
0.21%
China 0.15%
Indonesia 0.06%
Malaysia 0.00%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
54.33%
Materials
25.14%
Consumer Discretionary
12.72%
Financials
15.33%
Real Estate
1.13%
Sensitive
38.77%
Communication Services
1.94%
Energy
9.45%
Industrials
22.98%
Information Technology
4.39%
Defensive
6.69%
Consumer Staples
3.35%
Health Care
1.25%
Utilities
2.09%
Not Classified
0.22%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.18%
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