Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.69%
Stock 95.76%
Bond 1.64%
Convertible 0.00%
Preferred 1.77%
Other 0.15%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.06%    % Emerging Markets: 8.58%    % Unidentified Markets: 0.36%

Americas 6.91%
2.59%
Canada 2.10%
United States 0.49%
4.32%
Brazil 2.07%
Mexico 2.25%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.22%
United Kingdom 21.34%
41.50%
Austria 1.74%
Belgium 0.05%
Finland 1.42%
France 12.43%
Germany 4.83%
Ireland 1.78%
Italy 4.21%
Netherlands 6.00%
Norway 0.55%
Spain 1.01%
Sweden 0.83%
Switzerland 5.76%
0.00%
0.38%
Israel 0.38%
Greater Asia 29.51%
Japan 13.66%
0.00%
11.59%
Hong Kong 2.50%
Singapore 2.67%
South Korea 2.01%
Taiwan 4.41%
4.26%
China 2.50%
India 1.76%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
34.40%
Materials
3.82%
Consumer Discretionary
10.59%
Financials
19.41%
Real Estate
0.58%
Sensitive
41.32%
Communication Services
5.83%
Energy
3.77%
Industrials
19.82%
Information Technology
11.89%
Defensive
24.28%
Consumer Staples
10.08%
Health Care
12.59%
Utilities
1.62%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

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