Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.57%
Stock 97.08%
Bond 0.73%
Convertible 0.00%
Preferred 0.22%
Other 1.39%
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Market Capitalization

As of February 28, 2026
Large 14.29%
Mid 36.98%
Small 48.73%
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Region Exposure

% Developed Markets: 82.55%    % Emerging Markets: 15.86%    % Unidentified Markets: 1.60%

Americas 12.19%
8.91%
Canada 8.18%
United States 0.73%
3.28%
Brazil 0.90%
Chile 0.22%
Mexico 1.41%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.86%
United Kingdom 9.96%
16.30%
Austria 1.07%
Belgium 0.92%
Denmark 1.10%
Finland 0.52%
France 2.52%
Germany 2.57%
Greece 1.04%
Ireland 1.58%
Italy 1.20%
Norway 1.16%
Portugal 0.46%
Spain 0.60%
Sweden 1.07%
Switzerland 0.49%
0.65%
Poland 0.25%
Turkey 0.15%
3.95%
Israel 0.86%
Saudi Arabia 0.68%
South Africa 1.66%
United Arab Emirates 0.76%
Greater Asia 55.35%
Japan 23.44%
2.95%
Australia 2.95%
18.78%
Hong Kong 1.06%
Singapore 1.11%
South Korea 8.90%
Taiwan 7.71%
10.18%
China 2.44%
India 5.53%
Indonesia 0.69%
Malaysia 0.41%
Philippines 0.65%
Thailand 0.47%
Unidentified Region 1.60%

Stock Sector Exposure

Cyclical
44.22%
Materials
9.79%
Consumer Discretionary
12.28%
Financials
16.57%
Real Estate
5.58%
Sensitive
44.48%
Communication Services
1.79%
Energy
5.44%
Industrials
23.27%
Information Technology
13.97%
Defensive
10.15%
Consumer Staples
4.06%
Health Care
3.20%
Utilities
2.89%
Not Classified
1.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.16%
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