Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.82%
Stock 95.40%
Bond 3.02%
Convertible 0.00%
Preferred 1.13%
Other -0.37%
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Market Capitalization

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

% Developed Markets: 82.67%    % Emerging Markets: 16.27%    % Unidentified Markets: 1.07%

Americas 8.30%
5.66%
Canada 2.57%
United States 3.09%
2.64%
Brazil 1.50%
Colombia 0.21%
Mexico 0.66%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.31%
United Kingdom 7.40%
28.05%
Austria 0.20%
Belgium 0.60%
Denmark 0.18%
Finland 1.09%
France 5.50%
Germany 3.95%
Greece 0.05%
Ireland 0.12%
Italy 2.25%
Netherlands 4.09%
Norway 0.81%
Portugal 0.12%
Spain 4.22%
Sweden 0.58%
Switzerland 3.95%
1.19%
Czech Republic 0.00%
1.67%
Israel 0.59%
Saudi Arabia 0.30%
South Africa 0.03%
United Arab Emirates 0.68%
Greater Asia 52.32%
Japan 21.89%
2.73%
Australia 2.73%
15.33%
Hong Kong 3.89%
Singapore 0.77%
South Korea 3.64%
Taiwan 7.04%
12.37%
China 5.89%
India 2.42%
Indonesia 2.32%
Philippines 0.02%
Thailand 1.64%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
43.32%
Materials
5.48%
Consumer Discretionary
13.65%
Financials
23.62%
Real Estate
0.56%
Sensitive
38.47%
Communication Services
6.25%
Energy
2.86%
Industrials
16.14%
Information Technology
13.22%
Defensive
13.16%
Consumer Staples
4.33%
Health Care
7.67%
Utilities
1.16%
Not Classified
5.06%
Non Classified Equity
1.52%
Not Classified - Non Equity
3.54%
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