Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.39%
Stock 91.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 9.03%
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Market Capitalization

As of February 28, 2026
Large 0.05%
Mid 7.63%
Small 92.32%
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Region Exposure

% Developed Markets: 88.43%    % Emerging Markets: 2.68%    % Unidentified Markets: 8.89%

Americas 22.36%
19.94%
Canada 1.97%
United States 17.97%
2.42%
Brazil 0.39%
Mexico 0.17%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.29%
United Kingdom 9.18%
16.42%
Austria 0.74%
Belgium 0.43%
Denmark 0.67%
Finland 1.00%
France 2.86%
Germany 2.42%
Greece 0.04%
Ireland 0.52%
Italy 0.78%
Netherlands 1.07%
Norway 1.10%
Spain 1.25%
Sweden 2.44%
Switzerland 0.60%
0.02%
Poland 0.02%
0.67%
Israel 0.48%
South Africa 0.00%
United Arab Emirates 0.19%
Greater Asia 42.47%
Japan 30.94%
4.45%
Australia 3.73%
5.32%
Hong Kong 1.31%
Singapore 1.37%
South Korea 2.54%
Taiwan 0.10%
1.76%
China 1.23%
Indonesia 0.26%
Malaysia 0.02%
Philippines 0.25%
Unidentified Region 8.89%

Stock Sector Exposure

Cyclical
41.47%
Materials
6.06%
Consumer Discretionary
18.72%
Financials
13.49%
Real Estate
3.21%
Sensitive
46.05%
Communication Services
4.88%
Energy
3.76%
Industrials
28.20%
Information Technology
9.21%
Defensive
12.28%
Consumer Staples
5.77%
Health Care
6.32%
Utilities
0.20%
Not Classified
0.19%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.00%
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