Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.05%
Stock 96.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.99%
Other 2.60%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 7.43%
Mid 32.32%
Small 60.26%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.18%    % Emerging Markets: 17.34%    % Unidentified Markets: 2.47%

Americas 10.28%
7.45%
Canada 7.53%
United States -0.07%
2.83%
Brazil 1.45%
Chile 0.03%
Colombia 0.00%
Mexico 0.69%
Peru 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.36%
United Kingdom 7.31%
18.09%
Austria 0.78%
Belgium 0.94%
Denmark 0.63%
Finland 0.23%
France 1.88%
Germany 2.91%
Greece 0.01%
Ireland 0.08%
Italy 0.97%
Netherlands 1.18%
Norway 1.19%
Portugal 0.54%
Spain 0.81%
Sweden 3.69%
Switzerland 2.12%
0.51%
Czech Republic 0.03%
Poland 0.18%
Russia 0.00%
Turkey 0.29%
6.46%
Egypt 0.03%
Israel 2.86%
Qatar 0.02%
Saudi Arabia 1.62%
South Africa 1.26%
United Arab Emirates 0.07%
Greater Asia 54.88%
Japan 22.26%
6.87%
Australia 6.81%
14.57%
Hong Kong 1.19%
Singapore 1.58%
South Korea 5.09%
Taiwan 6.72%
11.17%
China 2.55%
India 5.87%
Indonesia 1.40%
Malaysia 0.37%
Philippines 0.04%
Thailand 0.94%
Unidentified Region 2.47%

Stock Sector Exposure

Cyclical
40.74%
Materials
15.72%
Consumer Discretionary
6.23%
Financials
14.42%
Real Estate
4.37%
Sensitive
48.71%
Communication Services
5.78%
Energy
0.92%
Industrials
25.73%
Information Technology
16.29%
Defensive
9.91%
Consumer Staples
2.49%
Health Care
6.11%
Utilities
1.32%
Not Classified
0.64%
Non Classified Equity
0.63%
Not Classified - Non Equity
0.00%
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