Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.62%
Stock 97.76%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 77.72%
Mid 17.01%
Small 5.27%
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Region Exposure

% Developed Markets: 87.83%    % Emerging Markets: 11.40%    % Unidentified Markets: 0.77%

Americas 16.33%
15.62%
Canada 5.33%
United States 10.29%
0.71%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.96%
United Kingdom 13.58%
37.38%
Belgium 1.87%
Denmark 1.08%
France 11.95%
Germany 5.01%
Ireland 1.96%
Italy 1.21%
Netherlands 7.65%
Spain 1.21%
Switzerland 5.44%
0.00%
0.00%
Greater Asia 31.94%
Japan 9.92%
0.00%
11.95%
Hong Kong 2.62%
South Korea 1.47%
Taiwan 7.87%
10.06%
China 4.69%
India 5.37%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
25.91%
Materials
1.16%
Consumer Discretionary
13.83%
Financials
10.92%
Real Estate
0.00%
Sensitive
48.04%
Communication Services
6.16%
Energy
2.37%
Industrials
21.62%
Information Technology
17.89%
Defensive
24.65%
Consumer Staples
5.11%
Health Care
18.45%
Utilities
1.09%
Not Classified
1.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.40%
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