Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.80%
Stock 98.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.21%
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Market Capitalization

As of February 28, 2026
Large 58.26%
Mid 30.30%
Small 11.44%
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Region Exposure

% Developed Markets: 91.77%    % Emerging Markets: 7.22%    % Unidentified Markets: 1.01%

Americas 9.95%
8.40%
Canada 4.41%
United States 3.98%
1.55%
Brazil 1.55%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.92%
United Kingdom 12.06%
36.42%
Austria 0.01%
Belgium 0.36%
Denmark 0.01%
Finland 1.01%
France 8.57%
Germany 3.60%
Greece 1.83%
Ireland 2.94%
Italy 3.17%
Netherlands 5.87%
Norway 2.73%
Portugal 0.00%
Spain 4.08%
Sweden 0.05%
Switzerland 2.18%
1.32%
Poland 1.01%
Turkey 0.31%
4.12%
Israel 1.33%
South Africa 1.20%
United Arab Emirates 1.59%
Greater Asia 35.13%
Japan 22.23%
3.76%
Australia 3.76%
6.93%
Hong Kong 4.39%
Singapore 1.93%
South Korea 0.61%
2.20%
China 1.76%
Kazakhstan 0.44%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
49.96%
Materials
7.35%
Consumer Discretionary
6.07%
Financials
33.51%
Real Estate
3.02%
Sensitive
25.60%
Communication Services
1.23%
Energy
12.20%
Industrials
7.56%
Information Technology
4.61%
Defensive
21.73%
Consumer Staples
12.37%
Health Care
6.37%
Utilities
2.99%
Not Classified
2.71%
Non Classified Equity
1.92%
Not Classified - Non Equity
0.80%
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