Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.26%
Stock 97.53%
Bond 0.29%
Convertible 0.00%
Preferred 0.48%
Other 0.44%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 79.47%    % Emerging Markets: 20.09%    % Unidentified Markets: 0.45%

Americas 13.76%
8.60%
Canada 4.31%
United States 4.29%
5.15%
Brazil 2.84%
Chile 0.00%
Mexico 1.71%
Peru 0.39%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.24%
United Kingdom 9.34%
31.02%
Austria 1.69%
Belgium 1.28%
Denmark 0.52%
Finland 0.30%
France 5.01%
Germany 5.36%
Ireland 0.88%
Italy 1.98%
Netherlands 4.23%
Norway 0.07%
Portugal 0.18%
Spain 2.27%
Sweden 1.20%
Switzerland 5.10%
0.10%
Czech Republic 0.02%
0.78%
Israel 0.12%
Saudi Arabia 0.22%
South Africa 0.44%
Greater Asia 44.55%
Japan 10.89%
1.74%
Australia 1.74%
17.81%
Hong Kong 4.64%
Singapore 0.88%
South Korea 5.17%
Taiwan 7.11%
14.12%
China 7.02%
India 4.53%
Indonesia 1.51%
Philippines 0.21%
Thailand 0.85%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
39.73%
Materials
5.37%
Consumer Discretionary
8.85%
Financials
23.94%
Real Estate
1.57%
Sensitive
40.70%
Communication Services
6.28%
Energy
3.62%
Industrials
15.07%
Information Technology
15.73%
Defensive
17.88%
Consumer Staples
7.98%
Health Care
7.09%
Utilities
2.81%
Not Classified
1.69%
Non Classified Equity
1.06%
Not Classified - Non Equity
0.63%
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