Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.35%
Stock 99.04%
Bond 0.05%
Convertible 0.00%
Preferred 0.47%
Other 0.09%
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Market Capitalization

As of February 28, 2026
Large 58.58%
Mid 20.29%
Small 21.13%
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Region Exposure

% Developed Markets: 93.23%    % Emerging Markets: 5.79%    % Unidentified Markets: 0.98%

Americas 32.05%
31.14%
Canada 1.80%
United States 29.34%
0.91%
Brazil 0.85%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.27%
United Kingdom 8.00%
32.27%
Belgium 1.18%
Denmark 1.12%
France 8.37%
Germany 5.63%
Ireland 2.36%
Netherlands 7.53%
Norway 0.01%
Spain 0.98%
Sweden 0.00%
Switzerland 5.09%
0.00%
0.00%
Greater Asia 26.70%
Japan 7.56%
4.01%
Australia 4.01%
10.19%
Hong Kong 6.13%
Singapore 1.34%
South Korea 2.73%
4.94%
China 4.13%
Kazakhstan 0.81%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
44.98%
Materials
7.86%
Consumer Discretionary
26.20%
Financials
10.93%
Real Estate
0.00%
Sensitive
37.47%
Communication Services
0.00%
Energy
0.00%
Industrials
24.48%
Information Technology
13.00%
Defensive
16.31%
Consumer Staples
5.12%
Health Care
9.16%
Utilities
2.03%
Not Classified
1.23%
Non Classified Equity
0.85%
Not Classified - Non Equity
0.38%
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