Asset Allocation

As of February 28, 2026.
Type % Net
Cash 20.29%
Stock 77.46%
Bond 2.45%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of February 28, 2026
Large 96.63%
Mid 3.37%
Small 0.00%
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Region Exposure

% Developed Markets: 99.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.52%

Americas 21.82%
21.82%
Canada 20.35%
United States 1.47%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.11%
United Kingdom 9.34%
43.77%
France 10.28%
Germany 8.01%
Ireland 1.34%
Italy 4.77%
Netherlands 3.96%
Spain 5.43%
Switzerland 9.99%
0.00%
0.00%
Greater Asia 24.55%
Japan 18.33%
4.68%
Australia 4.68%
1.54%
Hong Kong 1.54%
0.00%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
35.03%
Materials
4.19%
Consumer Discretionary
9.69%
Financials
21.15%
Real Estate
0.00%
Sensitive
33.39%
Communication Services
4.61%
Energy
3.58%
Industrials
16.34%
Information Technology
8.86%
Defensive
17.91%
Consumer Staples
5.28%
Health Care
10.26%
Utilities
2.37%
Not Classified
13.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
13.67%
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