Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.45%
Stock 98.68%
Bond 0.42%
Convertible 0.00%
Preferred 0.30%
Other 0.15%
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Market Capitalization

As of February 28, 2026
Large 57.84%
Mid 23.45%
Small 18.71%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.34%    % Unidentified Markets: 0.23%

Americas 12.62%
12.38%
Canada 11.41%
United States 0.97%
0.24%
Mexico 0.13%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.81%
United Kingdom 11.58%
41.84%
Austria 0.37%
Belgium 0.86%
Denmark 1.53%
Finland 1.02%
France 7.43%
Germany 7.28%
Ireland 0.79%
Italy 2.65%
Netherlands 4.33%
Norway 0.64%
Portugal 0.15%
Spain 2.88%
Sweden 3.22%
Switzerland 8.13%
0.01%
Czech Republic 0.01%
1.38%
Israel 1.34%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 32.34%
Japan 22.37%
6.53%
Australia 6.37%
3.30%
Hong Kong 1.88%
Singapore 1.41%
0.13%
China 0.11%
Indonesia 0.00%
Malaysia 0.01%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
47.59%
Materials
13.74%
Consumer Discretionary
9.61%
Financials
22.72%
Real Estate
1.51%
Sensitive
35.09%
Communication Services
2.93%
Energy
6.37%
Industrials
19.46%
Information Technology
6.33%
Defensive
15.87%
Consumer Staples
4.90%
Health Care
6.63%
Utilities
4.34%
Not Classified
1.45%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.82%
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