Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.21%
Stock 96.29%
Bond 0.15%
Convertible 0.00%
Preferred 0.91%
Other 1.44%
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Market Capitalization

As of February 28, 2026
Large 55.14%
Mid 22.45%
Small 22.41%
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Region Exposure

% Developed Markets: 91.05%    % Emerging Markets: 7.42%    % Unidentified Markets: 1.53%

Americas 3.26%
1.89%
Canada 0.36%
United States 1.53%
1.37%
Brazil 1.37%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.02%
United Kingdom 11.89%
49.14%
Austria 1.13%
Belgium 1.69%
Denmark 1.44%
France 11.93%
Germany 8.51%
Ireland 4.09%
Netherlands 9.70%
Norway 0.00%
Spain 1.43%
Sweden 0.01%
Switzerland 9.22%
0.00%
0.00%
Greater Asia 34.19%
Japan 12.15%
4.27%
Australia 4.26%
11.72%
Hong Kong 6.85%
Singapore 1.41%
South Korea 3.47%
6.05%
China 5.26%
Kazakhstan 0.79%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
43.67%
Materials
8.57%
Consumer Discretionary
23.20%
Financials
11.90%
Real Estate
0.00%
Sensitive
35.03%
Communication Services
0.00%
Energy
0.00%
Industrials
26.76%
Information Technology
8.28%
Defensive
19.14%
Consumer Staples
9.18%
Health Care
7.42%
Utilities
2.54%
Not Classified
2.16%
Non Classified Equity
0.80%
Not Classified - Non Equity
1.36%
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