Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.14%
Stock 95.82%
Bond 0.00%
Convertible 0.00%
Preferred 3.08%
Other -0.05%
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Market Capitalization

As of February 28, 2026
Large 77.61%
Mid 14.72%
Small 7.67%
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Region Exposure

% Developed Markets: 96.96%    % Emerging Markets: 3.03%    % Unidentified Markets: 0.01%

Americas 53.44%
52.31%
United States 52.31%
1.13%
Brazil 1.13%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.07%
United Kingdom 7.95%
26.11%
Denmark 1.56%
France 8.85%
Germany 4.08%
Ireland 1.72%
Netherlands 7.31%
Spain 0.25%
Switzerland 2.35%
0.00%
0.00%
Greater Asia 12.49%
Japan 1.50%
0.00%
9.09%
Hong Kong 1.12%
South Korea 3.09%
Taiwan 4.87%
1.91%
China 1.91%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
28.56%
Materials
2.49%
Consumer Discretionary
8.32%
Financials
15.31%
Real Estate
2.44%
Sensitive
48.91%
Communication Services
7.46%
Energy
4.33%
Industrials
11.28%
Information Technology
25.85%
Defensive
22.52%
Consumer Staples
6.78%
Health Care
9.10%
Utilities
6.65%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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