Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.67%
Stock 96.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 72.05%
Mid 24.96%
Small 3.00%
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Region Exposure

% Developed Markets: 92.28%    % Emerging Markets: 8.12%    % Unidentified Markets: -0.41%

Americas 11.18%
6.42%
Canada 0.35%
United States 6.07%
4.77%
Brazil 0.86%
Chile 1.11%
Colombia 0.82%
Mexico 0.75%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.19%
United Kingdom 17.01%
39.45%
Austria 2.89%
Belgium 0.89%
France 6.02%
Germany 6.47%
Ireland 0.89%
Italy 5.80%
Netherlands 4.25%
Norway 4.90%
Spain 1.04%
Switzerland 4.65%
0.68%
Czech Republic 0.68%
2.05%
Israel 1.55%
South Africa 0.50%
Greater Asia 30.03%
Japan 10.03%
2.72%
Australia 2.72%
13.87%
Singapore 2.10%
South Korea 3.76%
Taiwan 8.01%
3.40%
China 2.56%
India 0.85%
Unidentified Region -0.41%

Stock Sector Exposure

Cyclical
35.88%
Materials
8.26%
Consumer Discretionary
8.45%
Financials
18.35%
Real Estate
0.81%
Sensitive
53.18%
Communication Services
0.62%
Energy
3.74%
Industrials
23.84%
Information Technology
24.97%
Defensive
10.95%
Consumer Staples
3.33%
Health Care
7.61%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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