Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.10%
Stock 95.30%
Bond 1.38%
Convertible 0.00%
Preferred 0.90%
Other 1.32%
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Market Capitalization

As of February 28, 2026
Large 56.42%
Mid 22.25%
Small 21.34%
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Region Exposure

% Developed Markets: 89.40%    % Emerging Markets: 8.34%    % Unidentified Markets: 2.26%

Americas 3.52%
2.20%
Canada 2.20%
1.33%
Brazil 1.33%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.62%
United Kingdom 11.77%
47.85%
Austria 1.12%
Belgium 1.69%
Denmark 1.36%
France 11.66%
Germany 8.27%
Ireland 4.14%
Netherlands 9.68%
Spain 1.36%
Switzerland 8.56%
0.00%
0.00%
Greater Asia 34.60%
Japan 11.25%
4.21%
Australia 4.21%
12.13%
Hong Kong 7.11%
Singapore 1.56%
South Korea 3.46%
7.01%
China 6.04%
Kazakhstan 0.97%
Unidentified Region 2.26%

Stock Sector Exposure

Cyclical
42.94%
Materials
7.66%
Consumer Discretionary
23.81%
Financials
11.47%
Real Estate
0.00%
Sensitive
34.89%
Communication Services
0.00%
Energy
0.00%
Industrials
26.72%
Information Technology
8.17%
Defensive
18.68%
Consumer Staples
9.11%
Health Care
7.04%
Utilities
2.53%
Not Classified
3.50%
Non Classified Equity
0.99%
Not Classified - Non Equity
2.51%
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