Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.79%
Stock 98.15%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of February 28, 2026
Large 69.69%
Mid 26.18%
Small 4.14%
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Region Exposure

% Developed Markets: 93.62%    % Emerging Markets: 5.19%    % Unidentified Markets: 1.19%

Americas 5.13%
2.57%
Canada 1.91%
United States 0.66%
2.56%
Brazil 2.56%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.15%
United Kingdom 12.97%
48.19%
Denmark 2.06%
Finland 1.33%
France 12.42%
Germany 11.65%
Ireland 4.03%
Italy 2.18%
Netherlands 4.28%
Norway 2.16%
Switzerland 5.50%
0.00%
0.00%
Greater Asia 32.53%
Japan 20.27%
0.00%
9.63%
Hong Kong 3.52%
South Korea 6.11%
2.63%
China 1.78%
Indonesia 0.37%
Thailand 0.48%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
43.22%
Materials
7.90%
Consumer Discretionary
12.47%
Financials
22.21%
Real Estate
0.64%
Sensitive
30.44%
Communication Services
1.15%
Energy
3.89%
Industrials
12.87%
Information Technology
12.53%
Defensive
24.94%
Consumer Staples
8.24%
Health Care
14.51%
Utilities
2.19%
Not Classified
1.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.40%
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