Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.32%
Stock 98.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 71.81%
Mid 16.56%
Small 11.62%
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Region Exposure

% Developed Markets: 91.48%    % Emerging Markets: 8.56%    % Unidentified Markets: -0.04%

Americas 61.65%
56.65%
Canada 0.30%
United States 56.35%
5.00%
Chile 1.81%
Colombia 2.23%
Mexico 0.96%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.22%
United Kingdom 1.49%
21.73%
France 1.51%
Germany 4.52%
Ireland 3.72%
Italy 1.61%
Netherlands 1.73%
Norway 0.00%
Sweden 2.79%
Switzerland 4.39%
0.00%
0.00%
Greater Asia 15.16%
Japan 5.83%
0.00%
5.77%
Hong Kong 0.98%
Singapore 1.08%
South Korea 1.69%
Taiwan 2.02%
3.56%
China 2.47%
Kazakhstan 1.09%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
31.46%
Materials
3.90%
Consumer Discretionary
5.56%
Financials
19.96%
Real Estate
2.04%
Sensitive
57.29%
Communication Services
7.07%
Energy
2.30%
Industrials
22.32%
Information Technology
25.61%
Defensive
11.25%
Consumer Staples
2.38%
Health Care
7.71%
Utilities
1.15%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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