Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.07%
Stock 97.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of February 28, 2026
Large 71.58%
Mid 24.54%
Small 3.89%
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Region Exposure

% Developed Markets: 93.77%    % Emerging Markets: 6.18%    % Unidentified Markets: 0.05%

Americas 7.38%
4.25%
Canada 2.42%
United States 1.83%
3.13%
Brazil 1.53%
Chile 0.39%
Colombia 0.41%
Mexico 0.59%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.91%
United Kingdom 13.94%
49.51%
Austria 0.80%
Belgium 0.34%
Denmark 1.80%
Finland 1.30%
France 11.69%
Germany 10.05%
Ireland 3.42%
Italy 3.23%
Netherlands 4.90%
Norway 2.97%
Portugal 0.02%
Spain 2.08%
Sweden 0.05%
Switzerland 5.67%
0.00%
Czech Republic 0.00%
0.45%
Israel 0.45%
Greater Asia 28.67%
Japan 16.57%
0.78%
Australia 0.78%
8.05%
Hong Kong 2.75%
Singapore 0.54%
South Korea 2.09%
Taiwan 2.67%
3.26%
China 2.12%
India 0.54%
Indonesia 0.33%
Thailand 0.27%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
43.06%
Materials
8.64%
Consumer Discretionary
10.94%
Financials
22.63%
Real Estate
0.84%
Sensitive
35.45%
Communication Services
1.61%
Energy
4.05%
Industrials
16.73%
Information Technology
13.06%
Defensive
21.41%
Consumer Staples
6.18%
Health Care
12.65%
Utilities
2.58%
Not Classified
0.08%
Non Classified Equity
0.08%
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