Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.45%
Stock 96.80%
Bond 1.62%
Convertible 0.00%
Preferred 0.02%
Other 0.11%
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Market Capitalization

As of February 28, 2026
Large 76.50%
Mid 21.50%
Small 2.00%
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Region Exposure

% Developed Markets: 89.35%    % Emerging Markets: 9.06%    % Unidentified Markets: 1.59%

Americas 8.17%
8.11%
Canada 6.52%
United States 1.58%
0.06%
Brazil 0.03%
Chile 0.00%
Colombia 0.00%
Mexico 0.02%
Peru 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.55%
United Kingdom 9.28%
35.18%
Austria 0.00%
Belgium 0.01%
Denmark 0.02%
Finland 0.02%
France 8.72%
Germany 7.75%
Greece 0.00%
Ireland 0.02%
Italy 6.92%
Netherlands 0.13%
Norway 0.01%
Portugal 0.00%
Spain 5.17%
Sweden 2.35%
Switzerland 2.40%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.08%
Egypt 0.00%
Israel 0.01%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.03%
United Arab Emirates 0.01%
Greater Asia 45.69%
Japan 14.13%
2.41%
Australia 2.41%
20.21%
Hong Kong 1.64%
Singapore 2.76%
South Korea 7.99%
Taiwan 7.83%
8.94%
China 3.64%
India 1.67%
Indonesia 0.01%
Malaysia 1.84%
Philippines 0.00%
Thailand 1.78%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
43.99%
Materials
6.38%
Consumer Discretionary
9.15%
Financials
28.40%
Real Estate
0.05%
Sensitive
37.24%
Communication Services
1.66%
Energy
4.40%
Industrials
16.27%
Information Technology
14.91%
Defensive
15.65%
Consumer Staples
6.37%
Health Care
7.31%
Utilities
1.97%
Not Classified
3.12%
Non Classified Equity
0.01%
Not Classified - Non Equity
3.11%
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