Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.89%
Stock 96.68%
Bond 3.26%
Convertible 0.00%
Preferred 0.00%
Other 0.95%
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Market Capitalization

As of February 28, 2026
Large 61.37%
Mid 29.40%
Small 9.23%
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Region Exposure

% Developed Markets: 99.86%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.14%

Americas 6.69%
6.69%
Canada 6.71%
United States -0.01%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.63%
United Kingdom 15.64%
42.99%
Finland 1.82%
France 9.79%
Germany 5.10%
Italy 3.46%
Netherlands 4.89%
Norway 2.82%
Portugal 1.18%
Spain 5.52%
Sweden 0.59%
Switzerland 7.82%
0.00%
0.00%
Greater Asia 34.54%
Japan 19.64%
7.05%
Australia 5.22%
7.84%
Hong Kong 2.32%
Singapore 5.51%
0.00%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
34.29%
Materials
3.97%
Consumer Discretionary
9.57%
Financials
19.75%
Real Estate
1.00%
Sensitive
34.93%
Communication Services
8.48%
Energy
6.79%
Industrials
15.63%
Information Technology
4.03%
Defensive
30.78%
Consumer Staples
12.26%
Health Care
10.42%
Utilities
8.10%
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