Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.89%
Stock 95.58%
Bond 0.00%
Convertible 0.00%
Preferred 1.40%
Other 0.12%
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Market Capitalization

As of February 28, 2026
Large 74.25%
Mid 20.30%
Small 5.44%
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Region Exposure

% Developed Markets: 95.54%    % Emerging Markets: 1.25%    % Unidentified Markets: 3.22%

Americas 8.17%
4.57%
Canada 4.57%
3.60%
Brazil 1.25%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.83%
United Kingdom 19.36%
41.47%
France 15.51%
Germany 10.33%
Netherlands 7.17%
Sweden 0.91%
Switzerland 7.55%
0.00%
0.00%
Greater Asia 27.78%
Japan 19.08%
0.00%
8.69%
Hong Kong 3.65%
Singapore 1.56%
South Korea 1.40%
Taiwan 2.08%
0.00%
Unidentified Region 3.22%

Stock Sector Exposure

Cyclical
46.62%
Materials
9.84%
Consumer Discretionary
7.47%
Financials
28.23%
Real Estate
1.08%
Sensitive
36.99%
Communication Services
1.26%
Energy
5.13%
Industrials
24.01%
Information Technology
6.58%
Defensive
16.38%
Consumer Staples
7.40%
Health Care
6.77%
Utilities
2.21%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
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