Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.43%
Stock 95.23%
Bond 1.34%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of February 28, 2026
Large 58.43%
Mid 29.44%
Small 12.12%
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Region Exposure

% Developed Markets: 98.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.68%

Americas 85.05%
85.05%
Canada 1.58%
United States 83.47%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.27%
United Kingdom 3.17%
10.11%
Belgium 1.11%
Denmark 0.27%
France 1.34%
Ireland 4.70%
Netherlands 1.97%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.68%

Stock Sector Exposure

Cyclical
29.10%
Materials
3.09%
Consumer Discretionary
5.90%
Financials
19.36%
Real Estate
0.76%
Sensitive
36.97%
Communication Services
7.95%
Energy
6.67%
Industrials
12.06%
Information Technology
10.28%
Defensive
29.26%
Consumer Staples
9.41%
Health Care
15.87%
Utilities
3.97%
Not Classified
4.67%
Non Classified Equity
1.60%
Not Classified - Non Equity
3.07%
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