Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.35%
Stock 98.89%
Bond 0.40%
Convertible 0.00%
Preferred 0.02%
Other 0.33%
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Market Capitalization

As of February 28, 2026
Large 83.86%
Mid 12.17%
Small 3.97%
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Region Exposure

% Developed Markets: 88.25%    % Emerging Markets: 11.38%    % Unidentified Markets: 0.36%

Americas 11.85%
8.07%
Canada 7.67%
United States 0.40%
3.78%
Brazil 1.82%
Mexico 0.36%
Peru 1.25%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.77%
United Kingdom 15.18%
33.44%
Austria 1.48%
Denmark 0.58%
Finland 0.28%
France 5.98%
Germany 5.56%
Greece 1.72%
Ireland 4.89%
Italy 1.94%
Netherlands 6.04%
Spain 0.78%
Sweden 1.28%
Switzerland 1.16%
0.07%
Czech Republic 0.07%
2.07%
Israel 1.12%
South Africa 0.96%
Greater Asia 37.02%
Japan 14.82%
0.86%
Australia 0.86%
14.76%
Hong Kong 2.89%
Singapore 2.11%
South Korea 4.22%
Taiwan 5.55%
6.57%
China 4.46%
India 1.54%
Indonesia 0.25%
Thailand 0.31%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
36.88%
Materials
7.66%
Consumer Discretionary
9.69%
Financials
19.53%
Real Estate
0.00%
Sensitive
45.83%
Communication Services
8.92%
Energy
3.25%
Industrials
15.95%
Information Technology
17.71%
Defensive
14.58%
Consumer Staples
3.83%
Health Care
10.50%
Utilities
0.25%
Not Classified
2.71%
Non Classified Equity
2.12%
Not Classified - Non Equity
0.59%
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