Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.23%
Stock 96.32%
Bond 0.00%
Convertible 0.00%
Preferred 1.22%
Other 1.23%
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Market Capitalization

As of February 28, 2026
Large 13.72%
Mid 41.83%
Small 44.45%
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Region Exposure

% Developed Markets: 89.66%    % Emerging Markets: 9.11%    % Unidentified Markets: 1.22%

Americas 10.80%
5.25%
Canada 3.79%
United States 1.46%
5.55%
Brazil 3.71%
Mexico 1.33%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.37%
United Kingdom 13.58%
31.58%
Austria 1.54%
Belgium 0.82%
Denmark 2.04%
Finland 1.67%
France 4.65%
Germany 3.51%
Greece 0.49%
Ireland 1.24%
Italy 1.99%
Netherlands 2.16%
Norway 0.61%
Portugal 0.00%
Spain 0.61%
Sweden 4.21%
Switzerland 5.32%
0.13%
Poland 0.13%
3.07%
Israel 2.62%
South Africa 0.16%
Greater Asia 39.61%
Japan 26.21%
3.76%
Australia 3.76%
6.41%
Hong Kong 2.00%
Singapore 0.35%
South Korea 0.96%
Taiwan 3.10%
3.23%
China 1.11%
India 0.56%
Indonesia 1.56%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
38.93%
Materials
9.91%
Consumer Discretionary
9.85%
Financials
13.02%
Real Estate
6.15%
Sensitive
46.42%
Communication Services
4.87%
Energy
3.63%
Industrials
25.13%
Information Technology
12.79%
Defensive
14.65%
Consumer Staples
5.79%
Health Care
6.55%
Utilities
2.31%
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