Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.83%
Stock 97.64%
Bond 0.62%
Convertible 0.00%
Preferred 0.62%
Other 0.29%
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Market Capitalization

As of February 28, 2026
Large 77.14%
Mid 18.32%
Small 4.55%
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Region Exposure

% Developed Markets: 78.45%    % Emerging Markets: 20.72%    % Unidentified Markets: 0.83%

Americas 10.60%
3.94%
Canada 2.99%
United States 0.96%
6.66%
Brazil 3.16%
Chile 0.00%
Colombia 0.00%
Mexico 2.69%
Peru 0.46%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.27%
United Kingdom 11.92%
30.78%
Austria 0.00%
Belgium 0.28%
Denmark 1.32%
Finland 0.74%
France 7.44%
Germany 5.38%
Greece 0.28%
Ireland 1.12%
Italy 0.80%
Netherlands 3.98%
Norway 0.00%
Portugal 0.00%
Spain 0.77%
Sweden 3.78%
Switzerland 4.55%
0.50%
Czech Republic 0.00%
Poland 0.06%
Turkey 0.11%
3.07%
Egypt 0.12%
Israel 0.78%
Qatar 0.00%
Saudi Arabia 0.03%
South Africa 1.75%
United Arab Emirates 0.32%
Greater Asia 42.29%
Japan 12.42%
1.54%
Australia 1.54%
16.78%
Hong Kong 3.18%
Singapore 1.71%
South Korea 5.28%
Taiwan 6.60%
11.56%
China 7.09%
India 2.23%
Indonesia 1.49%
Malaysia 0.42%
Philippines 0.15%
Thailand 0.18%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
36.19%
Materials
5.17%
Consumer Discretionary
10.61%
Financials
19.59%
Real Estate
0.81%
Sensitive
43.00%
Communication Services
5.15%
Energy
4.45%
Industrials
16.93%
Information Technology
16.48%
Defensive
19.32%
Consumer Staples
9.21%
Health Care
9.22%
Utilities
0.89%
Not Classified
1.49%
Non Classified Equity
0.26%
Not Classified - Non Equity
1.23%
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