Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 94.40%
Bond 0.00%
Convertible 0.00%
Preferred 2.00%
Other 3.60%
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Market Capitalization

As of February 28, 2026
Large 86.89%
Mid 11.96%
Small 1.16%
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Region Exposure

% Developed Markets: 84.76%    % Emerging Markets: 11.64%    % Unidentified Markets: 3.60%

Americas 7.64%
3.11%
Canada 3.11%
United States 0.00%
4.52%
Brazil 2.01%
Mexico 2.52%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.47%
United Kingdom 17.22%
33.78%
Belgium 0.94%
Denmark 0.85%
France 7.57%
Germany 4.67%
Greece 1.85%
Ireland 3.98%
Italy 1.62%
Netherlands 5.25%
Spain 3.78%
Switzerland 2.92%
0.00%
1.47%
Israel 1.47%
Greater Asia 36.29%
Japan 14.66%
0.00%
14.51%
Hong Kong 3.83%
South Korea 4.34%
Taiwan 6.35%
7.12%
China 4.53%
India 2.59%
Unidentified Region 3.60%

Stock Sector Exposure

Cyclical
41.27%
Materials
5.41%
Consumer Discretionary
10.64%
Financials
24.12%
Real Estate
1.10%
Sensitive
41.25%
Communication Services
4.12%
Energy
1.47%
Industrials
20.18%
Information Technology
15.48%
Defensive
13.42%
Consumer Staples
4.57%
Health Care
5.91%
Utilities
2.95%
Not Classified
4.06%
Non Classified Equity
1.15%
Not Classified - Non Equity
2.92%
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