Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.45%
Stock 97.33%
Bond 0.84%
Convertible 0.00%
Preferred 0.56%
Other -0.20%
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Market Capitalization

As of February 28, 2026
Large 63.39%
Mid 26.64%
Small 9.98%
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Region Exposure

% Developed Markets: 85.95%    % Emerging Markets: 13.30%    % Unidentified Markets: 0.75%

Americas 11.00%
8.22%
Canada 6.65%
United States 1.57%
2.78%
Brazil 1.02%
Chile 0.14%
Colombia 0.01%
Mexico 0.98%
Peru 0.20%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.34%
United Kingdom 9.94%
34.67%
Austria 0.06%
Belgium 0.19%
Denmark 1.32%
Finland 1.83%
France 6.02%
Germany 5.58%
Greece 0.34%
Ireland 1.50%
Italy 2.89%
Netherlands 3.82%
Norway 1.32%
Portugal 0.22%
Spain 1.46%
Sweden 2.42%
Switzerland 4.91%
0.25%
Czech Republic 0.01%
Poland 0.15%
Russia 0.00%
Turkey 0.07%
1.48%
Egypt 0.01%
Israel 0.54%
Qatar 0.03%
Saudi Arabia 0.27%
South Africa 0.49%
United Arab Emirates 0.10%
Greater Asia 41.91%
Japan 14.63%
2.66%
Australia 2.61%
14.96%
Hong Kong 2.16%
Singapore 0.58%
South Korea 6.56%
Taiwan 5.64%
9.67%
China 3.80%
India 4.19%
Indonesia 1.02%
Malaysia 0.18%
Philippines 0.15%
Thailand 0.22%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
39.64%
Materials
10.08%
Consumer Discretionary
7.22%
Financials
20.82%
Real Estate
1.52%
Sensitive
43.54%
Communication Services
3.11%
Energy
3.93%
Industrials
19.72%
Information Technology
16.77%
Defensive
15.32%
Consumer Staples
4.36%
Health Care
7.04%
Utilities
3.91%
Not Classified
1.51%
Non Classified Equity
0.67%
Not Classified - Non Equity
0.84%
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