Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.38%
Stock 95.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.06%
Other -0.01%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 7.00%
Mid 15.45%
Small 77.55%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.39%    % Emerging Markets: 6.19%    % Unidentified Markets: 2.42%

Americas 54.18%
50.20%
Canada 6.12%
United States 44.08%
3.99%
Brazil 1.76%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.40%
United Kingdom 7.20%
13.77%
Austria 1.08%
Denmark 1.92%
Germany 1.21%
Italy 6.31%
Switzerland 3.25%
0.00%
2.43%
Israel 0.95%
Saudi Arabia 1.48%
Greater Asia 20.00%
Japan 6.88%
1.35%
8.83%
Hong Kong 3.51%
Singapore 0.87%
South Korea 3.19%
Taiwan 1.26%
2.95%
China 2.36%
India 0.59%
Unidentified Region 2.42%

Stock Sector Exposure

Cyclical
40.10%
Materials
6.99%
Consumer Discretionary
13.67%
Financials
12.96%
Real Estate
6.48%
Sensitive
39.87%
Communication Services
0.00%
Energy
4.84%
Industrials
23.98%
Information Technology
11.04%
Defensive
20.03%
Consumer Staples
6.55%
Health Care
12.87%
Utilities
0.62%
Not Classified
0.00%
Non Classified Equity
0.00%
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