Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.70%
Stock 94.26%
Bond 1.76%
Convertible 0.00%
Preferred 2.28%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 66.84%
Mid 20.23%
Small 12.93%
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Region Exposure

% Developed Markets: 88.94%    % Emerging Markets: 9.57%    % Unidentified Markets: 1.49%

Americas 18.87%
14.52%
Canada 11.74%
United States 2.78%
4.35%
Brazil 2.28%
Mexico 2.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.23%
United Kingdom 23.66%
24.57%
Austria 0.86%
France 4.78%
Germany 3.24%
Ireland 2.71%
Netherlands 1.14%
Switzerland 9.61%
0.00%
0.00%
Greater Asia 31.41%
Japan 7.96%
1.83%
Australia 1.83%
16.41%
Hong Kong 1.85%
Singapore 1.91%
South Korea 6.67%
Taiwan 5.98%
5.21%
China 1.72%
India 3.50%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
28.91%
Materials
6.94%
Consumer Discretionary
5.97%
Financials
16.00%
Real Estate
0.00%
Sensitive
43.19%
Communication Services
2.56%
Energy
7.49%
Industrials
21.30%
Information Technology
11.83%
Defensive
24.45%
Consumer Staples
14.51%
Health Care
7.80%
Utilities
2.13%
Not Classified
3.46%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.46%
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