Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.66%
Stock 93.62%
Bond 2.02%
Convertible 0.00%
Preferred 0.39%
Other 0.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 96.34%    % Emerging Markets: 3.59%    % Unidentified Markets: 0.08%

Americas 53.95%
52.55%
Canada 5.80%
United States 46.75%
1.40%
Brazil 0.92%
Mexico 0.17%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.41%
United Kingdom 8.66%
19.39%
Austria 0.30%
Belgium 0.20%
Denmark 0.77%
Finland 0.22%
France 5.04%
Germany 3.01%
Ireland 1.83%
Italy 0.95%
Netherlands 3.14%
Norway 0.03%
Spain 0.43%
Sweden 0.43%
Switzerland 2.91%
0.00%
Turkey 0.00%
0.35%
Israel 0.00%
South Africa 0.31%
United Arab Emirates 0.04%
Greater Asia 17.56%
Japan 6.36%
0.12%
Australia 0.12%
9.06%
Hong Kong 1.73%
Singapore 1.94%
South Korea 2.11%
Taiwan 3.27%
2.03%
China 1.07%
India 0.47%
Indonesia 0.11%
Malaysia 0.01%
Thailand 0.36%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
34.33%
Materials
3.13%
Consumer Discretionary
10.92%
Financials
19.25%
Real Estate
1.02%
Sensitive
46.12%
Communication Services
10.87%
Energy
2.60%
Industrials
11.19%
Information Technology
21.46%
Defensive
17.17%
Consumer Staples
5.33%
Health Care
11.47%
Utilities
0.37%
Not Classified
2.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.38%
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