Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.27%
Stock 93.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.24%
Other 5.80%
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Market Capitalization

As of February 28, 2026
Large 4.49%
Mid 25.86%
Small 69.66%
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Region Exposure

% Developed Markets: 75.59%    % Emerging Markets: 18.92%    % Unidentified Markets: 5.49%

Americas 12.09%
10.66%
Canada 9.87%
United States 0.80%
1.43%
Brazil 0.82%
Chile 0.21%
Mexico 0.25%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.14%
United Kingdom 7.14%
22.16%
Austria 0.72%
Belgium 1.20%
Denmark 1.69%
Finland 0.86%
France 2.43%
Germany 2.61%
Greece 0.02%
Ireland 0.30%
Italy 1.74%
Netherlands 0.88%
Norway 1.36%
Portugal 0.19%
Spain 1.43%
Sweden 3.17%
Switzerland 2.86%
1.41%
Czech Republic 0.01%
Poland 1.06%
Russia 0.00%
Turkey 0.30%
3.43%
Egypt 0.12%
Israel 1.23%
Qatar 0.10%
Saudi Arabia 0.50%
South Africa 1.02%
United Arab Emirates 0.13%
Greater Asia 48.27%
Japan 14.12%
5.32%
Australia 4.97%
14.41%
Hong Kong 1.08%
Singapore 0.76%
South Korea 5.36%
Taiwan 7.22%
14.42%
China 6.44%
India 5.57%
Indonesia 0.54%
Malaysia 0.93%
Pakistan 0.00%
Philippines 0.14%
Thailand 0.79%
Unidentified Region 5.49%

Stock Sector Exposure

Cyclical
42.58%
Materials
14.75%
Consumer Discretionary
9.48%
Financials
10.70%
Real Estate
7.65%
Sensitive
37.91%
Communication Services
2.81%
Energy
4.11%
Industrials
18.74%
Information Technology
12.24%
Defensive
13.65%
Consumer Staples
4.16%
Health Care
6.67%
Utilities
2.83%
Not Classified
5.86%
Non Classified Equity
0.38%
Not Classified - Non Equity
5.49%
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