Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.48%
Stock 95.20%
Bond 1.66%
Convertible 0.00%
Preferred 0.00%
Other 1.65%
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Market Capitalization

As of February 28, 2026
Large 57.51%
Mid 25.60%
Small 16.89%
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Region Exposure

% Developed Markets: 98.56%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.44%

Americas 87.21%
87.21%
United States 87.21%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.08%
United Kingdom 2.63%
2.45%
Ireland 0.41%
Netherlands 0.57%
Switzerland 1.48%
0.00%
0.00%
Greater Asia 6.27%
Japan 0.72%
0.00%
5.55%
South Korea 3.92%
Taiwan 1.62%
0.00%
Unidentified Region 1.44%

Stock Sector Exposure

Cyclical
30.90%
Materials
5.23%
Consumer Discretionary
5.65%
Financials
16.85%
Real Estate
3.18%
Sensitive
41.33%
Communication Services
6.26%
Energy
6.73%
Industrials
14.02%
Information Technology
14.32%
Defensive
24.57%
Consumer Staples
5.15%
Health Care
12.98%
Utilities
6.44%
Not Classified
3.20%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.20%
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