Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.34%
Stock 97.04%
Bond 0.98%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
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Market Capitalization

As of February 28, 2026
Large 0.00%
Mid 33.82%
Small 66.18%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 0.22%    % Unidentified Markets: 1.89%

Americas 11.07%
9.14%
Canada 6.91%
United States 2.23%
1.93%
Mexico 0.06%
Peru 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.39%
United Kingdom 8.43%
39.90%
Austria 1.32%
Belgium 0.77%
Finland 2.73%
France 3.33%
Germany 5.35%
Italy 7.87%
Netherlands 2.55%
Norway 3.61%
Spain 3.55%
Sweden 4.78%
Switzerland 4.02%
0.01%
Turkey 0.01%
0.05%
South Africa 0.05%
Greater Asia 38.65%
Japan 34.37%
4.21%
Australia 4.21%
0.00%
0.07%
China 0.05%
Indonesia 0.02%
Unidentified Region 1.89%

Stock Sector Exposure

Cyclical
38.52%
Materials
13.39%
Consumer Discretionary
6.95%
Financials
13.19%
Real Estate
4.99%
Sensitive
46.86%
Communication Services
1.59%
Energy
3.98%
Industrials
28.51%
Information Technology
12.79%
Defensive
12.28%
Consumer Staples
9.46%
Health Care
2.82%
Utilities
0.00%
Not Classified
2.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.34%
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