Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.29%
Stock 97.65%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other 1.82%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 84.43%
Mid 15.40%
Small 0.17%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.45%    % Emerging Markets: 7.95%    % Unidentified Markets: 0.60%

Americas 7.37%
5.53%
Canada 4.50%
United States 1.03%
1.83%
Brazil 1.83%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.19%
United Kingdom 14.38%
30.80%
Austria 1.93%
Denmark 1.23%
France 2.75%
Germany 2.29%
Greece 1.88%
Ireland 2.28%
Italy 3.45%
Netherlands 5.70%
Norway 0.51%
Portugal 0.44%
Spain 3.58%
Sweden 0.97%
Switzerland 3.79%
0.01%
Poland 0.01%
0.01%
Israel 0.01%
Greater Asia 46.84%
Japan 16.51%
0.87%
Australia 0.87%
23.35%
Hong Kong 1.21%
Singapore 0.70%
South Korea 10.95%
Taiwan 10.49%
6.11%
China 5.18%
India 0.93%
Unidentified Region 0.60%

Stock Sector Exposure

Cyclical
37.20%
Materials
5.89%
Consumer Discretionary
4.87%
Financials
25.12%
Real Estate
1.32%
Sensitive
48.36%
Communication Services
4.34%
Energy
4.37%
Industrials
21.17%
Information Technology
18.48%
Defensive
14.07%
Consumer Staples
3.63%
Health Care
8.41%
Utilities
2.03%
Not Classified
0.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.38%
As of February 28, 2026
View Region Exposure
Start Trial

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