Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.00%
Stock 97.79%
Bond 0.25%
Convertible 0.00%
Preferred 0.44%
Other -0.47%
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Market Capitalization

As of February 28, 2026
Large 53.56%
Mid 23.12%
Small 23.32%
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Region Exposure

% Developed Markets: 93.90%    % Emerging Markets: 5.65%    % Unidentified Markets: 0.45%

Americas 33.30%
32.43%
Canada 2.29%
United States 30.13%
0.88%
Brazil 0.82%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.94%
United Kingdom 7.84%
32.10%
Belgium 1.18%
Denmark 1.07%
France 8.28%
Germany 5.71%
Ireland 2.28%
Netherlands 7.41%
Norway 0.01%
Spain 1.05%
Sweden 0.01%
Switzerland 5.10%
0.00%
0.00%
Greater Asia 26.31%
Japan 7.57%
3.99%
Australia 3.99%
9.91%
Hong Kong 5.87%
Singapore 1.31%
South Korea 2.74%
4.84%
China 4.06%
Kazakhstan 0.78%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
43.62%
Materials
7.72%
Consumer Discretionary
25.44%
Financials
10.46%
Real Estate
0.00%
Sensitive
36.90%
Communication Services
0.00%
Energy
0.00%
Industrials
23.98%
Information Technology
12.92%
Defensive
16.46%
Consumer Staples
4.96%
Health Care
9.52%
Utilities
1.98%
Not Classified
3.01%
Non Classified Equity
0.81%
Not Classified - Non Equity
2.20%
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