Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.30%
Stock 93.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.13%
Other 0.03%
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Market Capitalization

As of February 28, 2026
Large 6.78%
Mid 44.56%
Small 48.65%
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Region Exposure

% Developed Markets: 94.78%    % Emerging Markets: 5.19%    % Unidentified Markets: 0.04%

Americas 14.60%
11.30%
Canada 5.30%
United States 6.00%
3.30%
Brazil 1.78%
Mexico 0.57%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.35%
United Kingdom 13.77%
23.80%
Austria 1.85%
Belgium 1.53%
Denmark 2.22%
Finland 1.12%
France 2.54%
Germany 1.34%
Greece 0.89%
Ireland 0.81%
Italy 1.88%
Netherlands 3.07%
Norway 0.72%
Portugal 0.01%
Spain 1.16%
Sweden 2.03%
Switzerland 2.15%
0.24%
Poland 0.24%
5.54%
Israel 4.96%
Greater Asia 42.01%
Japan 30.22%
4.59%
Australia 4.57%
5.68%
Hong Kong 2.02%
Singapore 0.71%
Taiwan 2.95%
1.52%
China 0.96%
India 0.56%
Indonesia 0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
49.80%
Materials
13.16%
Consumer Discretionary
11.65%
Financials
13.90%
Real Estate
11.09%
Sensitive
39.04%
Communication Services
3.34%
Energy
3.28%
Industrials
21.08%
Information Technology
11.34%
Defensive
11.14%
Consumer Staples
2.67%
Health Care
5.04%
Utilities
3.43%
Not Classified
0.02%
Non Classified Equity
0.02%
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