Asset Allocation

As of February 28, 2025.
Type % Net
Cash 2.03%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.27%
Other 0.06%
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Market Capitalization

As of February 28, 2025
Large 83.17%
Mid 14.91%
Small 1.92%
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Region Exposure

% Developed Markets: 93.24%    % Emerging Markets: 6.77%    % Unidentified Markets: -0.01%

Americas 64.83%
63.66%
Canada 3.43%
United States 60.23%
1.17%
Brazil 0.57%
Chile 0.09%
Colombia 0.02%
Mexico 0.27%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.48%
United Kingdom 3.59%
13.15%
Austria 0.10%
Belgium 0.22%
Denmark 0.67%
Finland 0.30%
France 2.14%
Germany 2.03%
Greece 0.09%
Ireland 1.73%
Italy 0.74%
Netherlands 0.97%
Norway 0.18%
Portugal 0.04%
Spain 0.78%
Sweden 0.93%
Switzerland 2.07%
0.25%
Czech Republic 0.01%
Poland 0.09%
Turkey 0.11%
1.49%
Egypt 0.01%
Israel 0.21%
Qatar 0.10%
Saudi Arabia 0.35%
South Africa 0.39%
United Arab Emirates 0.33%
Greater Asia 16.70%
Japan 5.01%
1.78%
Australia 1.66%
5.25%
Hong Kong 1.03%
Singapore 0.53%
South Korea 1.17%
Taiwan 2.51%
4.67%
China 2.17%
India 1.91%
Indonesia 0.17%
Malaysia 0.14%
Philippines 0.05%
Thailand 0.22%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
28.01%
Materials
4.40%
Consumer Discretionary
7.92%
Financials
13.61%
Real Estate
2.08%
Sensitive
48.33%
Communication Services
6.51%
Energy
3.96%
Industrials
9.64%
Information Technology
28.22%
Defensive
20.08%
Consumer Staples
5.75%
Health Care
11.62%
Utilities
2.72%
Not Classified
3.57%
Non Classified Equity
3.57%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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