Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.01%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.55%
Other 1.78%
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Market Capitalization

As of February 28, 2026
Large 14.93%
Mid 35.71%
Small 49.36%
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Region Exposure

% Developed Markets: 92.13%    % Emerging Markets: 7.54%    % Unidentified Markets: 0.33%

Americas 56.34%
48.80%
Canada 0.97%
United States 47.84%
7.54%
Brazil 4.70%
Chile 1.16%
Mexico 0.79%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.22%
United Kingdom 10.39%
16.83%
Austria 0.73%
Denmark 0.43%
Finland 1.18%
France 2.84%
Germany 1.07%
Italy 1.99%
Netherlands 1.33%
Spain 1.16%
Sweden 0.97%
Switzerland 4.60%
0.00%
0.00%
Greater Asia 16.11%
Japan 8.09%
1.87%
Australia 1.87%
5.27%
Hong Kong 2.94%
Singapore 0.63%
South Korea 1.09%
Taiwan 0.62%
0.88%
China 0.88%
Thailand 0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
15.08%
Materials
9.32%
Consumer Discretionary
3.53%
Financials
0.00%
Real Estate
2.24%
Sensitive
50.98%
Communication Services
0.00%
Energy
0.00%
Industrials
46.30%
Information Technology
4.69%
Defensive
33.93%
Consumer Staples
3.00%
Health Care
3.78%
Utilities
27.15%
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