Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.25%
Stock 96.18%
Bond 1.42%
Convertible 0.00%
Preferred 0.00%
Other 1.16%
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Market Capitalization

As of February 28, 2026
Large 27.63%
Mid 18.84%
Small 53.53%
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Region Exposure

% Developed Markets: 90.54%    % Emerging Markets: 8.10%    % Unidentified Markets: 1.36%

Americas 53.77%
48.28%
Canada 5.55%
United States 42.74%
5.48%
Brazil 1.64%
Chile 3.44%
Mexico 0.41%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.28%
United Kingdom 2.21%
25.23%
Denmark 3.20%
Finland 3.07%
France 7.58%
Germany 3.43%
Ireland 1.09%
Italy 0.78%
Netherlands 0.72%
Norway 1.28%
Portugal 0.40%
Spain 1.59%
Switzerland 1.09%
0.21%
3.63%
Israel 3.63%
Greater Asia 13.60%
Japan 3.09%
0.83%
Australia 0.83%
7.27%
South Korea 7.27%
2.41%
China 2.00%
Thailand 0.41%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
26.09%
Materials
20.93%
Consumer Discretionary
4.41%
Financials
0.00%
Real Estate
0.76%
Sensitive
53.13%
Communication Services
0.00%
Energy
8.61%
Industrials
28.15%
Information Technology
16.37%
Defensive
18.06%
Consumer Staples
9.06%
Health Care
0.00%
Utilities
9.00%
Not Classified
2.72%
Non Classified Equity
0.05%
Not Classified - Non Equity
2.67%
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