Asset Allocation

As of February 28, 2026.
Type % Net
Cash -1.21%
Stock 99.80%
Bond 0.03%
Convertible 0.00%
Preferred 1.38%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 70.08%
Mid 17.90%
Small 12.02%
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Region Exposure

% Developed Markets: 96.79%    % Emerging Markets: 1.77%    % Unidentified Markets: 1.44%

Americas 84.07%
82.58%
Canada 0.76%
United States 81.82%
1.49%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.49%
United Kingdom 0.50%
8.98%
France 1.41%
Netherlands 5.46%
0.00%
0.00%
Greater Asia 5.00%
Japan 0.00%
0.00%
4.72%
Singapore 1.33%
Taiwan 3.39%
0.28%
China 0.28%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
11.63%
Materials
0.00%
Consumer Discretionary
8.95%
Financials
2.18%
Real Estate
0.49%
Sensitive
71.58%
Communication Services
19.12%
Energy
0.00%
Industrials
8.37%
Information Technology
44.09%
Defensive
15.34%
Consumer Staples
0.00%
Health Care
10.96%
Utilities
4.37%
Not Classified
1.46%
Non Classified Equity
1.40%
Not Classified - Non Equity
0.05%
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