Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.29%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.93%
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Market Capitalization

As of February 28, 2026
Large 79.66%
Mid 16.13%
Small 4.21%
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Region Exposure

% Developed Markets: 85.80%    % Emerging Markets: 12.80%    % Unidentified Markets: 1.41%

Americas 9.20%
4.79%
Canada 4.21%
United States 0.58%
4.41%
Brazil 2.76%
Mexico 0.49%
Peru 0.24%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.13%
United Kingdom 13.01%
34.33%
Austria 1.40%
Belgium 1.18%
Denmark 1.39%
Finland 0.62%
France 4.61%
Germany 3.89%
Greece 0.55%
Ireland 1.20%
Italy 4.56%
Netherlands 5.69%
Norway 0.14%
Spain 2.69%
Sweden 1.58%
Switzerland 3.75%
0.00%
3.79%
South Africa 2.43%
United Arab Emirates 1.35%
Greater Asia 38.27%
Japan 15.35%
0.53%
Australia 0.53%
16.27%
Hong Kong 1.45%
South Korea 6.61%
Taiwan 8.21%
6.12%
China 2.36%
India 3.75%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
33.95%
Materials
4.26%
Consumer Discretionary
6.96%
Financials
21.47%
Real Estate
1.26%
Sensitive
50.59%
Communication Services
5.40%
Energy
2.02%
Industrials
21.35%
Information Technology
21.83%
Defensive
15.46%
Consumer Staples
1.00%
Health Care
11.14%
Utilities
3.32%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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