Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.55%
Stock 97.07%
Bond 1.14%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of February 28, 2026
Large 83.07%
Mid 16.15%
Small 0.78%
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Region Exposure

% Developed Markets: 86.08%    % Emerging Markets: 12.30%    % Unidentified Markets: 1.62%

Americas 10.29%
7.62%
Canada 1.50%
United States 6.12%
2.67%
Brazil 2.67%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.88%
United Kingdom 24.38%
41.50%
Finland 2.95%
France 6.46%
Germany 7.14%
Ireland 3.06%
Netherlands 11.09%
Spain 1.91%
Sweden 2.93%
Switzerland 5.97%
0.00%
0.00%
Greater Asia 22.22%
Japan 3.74%
0.00%
8.85%
Hong Kong 4.47%
Taiwan 4.38%
9.63%
China 4.20%
India 3.10%
Indonesia 2.33%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
35.68%
Materials
0.00%
Consumer Discretionary
16.29%
Financials
19.39%
Real Estate
0.00%
Sensitive
50.37%
Communication Services
5.94%
Energy
0.00%
Industrials
29.16%
Information Technology
15.27%
Defensive
11.44%
Consumer Staples
2.26%
Health Care
9.17%
Utilities
0.00%
Not Classified
2.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.51%
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