Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.24%
Stock 97.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.95%
Other 1.25%
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Market Capitalization

As of February 28, 2026
Large 84.42%
Mid 13.55%
Small 2.03%
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Region Exposure

% Developed Markets: 84.14%    % Emerging Markets: 14.89%    % Unidentified Markets: 0.97%

Americas 11.88%
8.31%
Canada 7.55%
United States 0.77%
3.57%
Brazil 2.12%
Chile 0.26%
Colombia 0.05%
Mexico 1.07%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.67%
United Kingdom 10.64%
31.49%
Austria 0.32%
Belgium 0.27%
Denmark 0.21%
Finland 1.38%
France 5.11%
Germany 4.98%
Greece 0.36%
Ireland 0.25%
Italy 3.07%
Netherlands 1.35%
Norway 0.65%
Portugal 0.22%
Spain 3.90%
Sweden 1.65%
Switzerland 7.66%
1.02%
Czech Republic 0.08%
Poland 0.41%
Russia 0.00%
Turkey 0.23%
4.52%
Israel 0.74%
Qatar 0.39%
Saudi Arabia 1.02%
South Africa 1.38%
United Arab Emirates 0.81%
Greater Asia 39.47%
Japan 14.65%
7.04%
Australia 6.97%
9.81%
Hong Kong 2.18%
Singapore 1.57%
South Korea 2.13%
Taiwan 3.92%
7.97%
China 5.17%
India 1.02%
Indonesia 0.45%
Malaysia 0.67%
Philippines 0.16%
Thailand 0.51%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
55.86%
Materials
7.62%
Consumer Discretionary
6.94%
Financials
40.13%
Real Estate
1.16%
Sensitive
23.91%
Communication Services
4.08%
Energy
7.85%
Industrials
8.60%
Information Technology
3.37%
Defensive
18.54%
Consumer Staples
6.99%
Health Care
5.71%
Utilities
5.83%
Not Classified
1.70%
Non Classified Equity
0.84%
Not Classified - Non Equity
0.85%
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