Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.32%
Stock 96.77%
Bond 1.17%
Convertible 0.00%
Preferred 0.01%
Other 0.74%
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Market Capitalization

As of February 28, 2026
Large 76.35%
Mid 15.00%
Small 8.65%
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Region Exposure

% Developed Markets: 83.55%    % Emerging Markets: 14.96%    % Unidentified Markets: 1.49%

Americas 13.17%
9.62%
Canada 7.39%
United States 2.23%
3.54%
Brazil 1.48%
Chile 0.00%
Colombia 0.00%
Mexico 1.50%
Peru 0.31%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.55%
United Kingdom 11.09%
29.16%
Austria 1.37%
Belgium 0.75%
Denmark 1.01%
Finland 0.20%
France 5.17%
Germany 4.66%
Greece 0.62%
Ireland 0.96%
Italy 0.70%
Netherlands 3.50%
Norway 1.10%
Portugal 0.20%
Spain 1.69%
Sweden 1.60%
Switzerland 5.43%
0.78%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.50%
1.51%
Egypt 0.00%
Israel 0.30%
Saudi Arabia 0.31%
South Africa 0.42%
United Arab Emirates 0.48%
Greater Asia 42.80%
Japan 13.96%
2.37%
Australia 2.30%
16.53%
Hong Kong 3.03%
Singapore 0.95%
South Korea 5.51%
Taiwan 7.04%
9.94%
China 4.58%
India 4.03%
Indonesia 0.72%
Kazakhstan 0.28%
Thailand 0.34%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
38.92%
Materials
6.54%
Consumer Discretionary
9.44%
Financials
21.58%
Real Estate
1.35%
Sensitive
39.42%
Communication Services
5.01%
Energy
3.77%
Industrials
13.78%
Information Technology
16.86%
Defensive
18.37%
Consumer Staples
7.13%
Health Care
8.50%
Utilities
2.74%
Not Classified
3.29%
Non Classified Equity
0.47%
Not Classified - Non Equity
2.82%
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