Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.36%
Stock 98.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.22%
Other 0.64%
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Market Capitalization

As of February 28, 2026
Large 0.81%
Mid 27.04%
Small 72.15%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.25%    % Unidentified Markets: 0.11%

Americas 14.29%
14.27%
Canada 13.81%
United States 0.46%
0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.01%
United Kingdom 11.92%
41.66%
Austria 1.70%
Belgium 1.49%
Denmark 2.14%
Finland 2.65%
France 5.05%
Germany 6.11%
Greece 0.04%
Ireland 0.36%
Italy 4.64%
Netherlands 1.88%
Norway 0.87%
Portugal 0.35%
Spain 2.83%
Sweden 2.26%
Switzerland 8.61%
0.00%
1.42%
Israel 1.42%
Greater Asia 30.59%
Japan 21.46%
6.65%
Australia 6.35%
2.32%
Hong Kong 1.21%
Singapore 1.06%
Taiwan 0.06%
0.16%
China 0.10%
Malaysia 0.03%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
32.31%
Materials
10.68%
Consumer Discretionary
12.80%
Financials
7.50%
Real Estate
1.33%
Sensitive
46.80%
Communication Services
3.88%
Energy
4.35%
Industrials
26.62%
Information Technology
11.95%
Defensive
13.10%
Consumer Staples
5.97%
Health Care
5.92%
Utilities
1.21%
Not Classified
7.79%
Non Classified Equity
0.09%
Not Classified - Non Equity
7.70%
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