Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.58%
Stock 99.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 72.29%
Mid 17.27%
Small 10.44%
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Region Exposure

% Developed Markets: 96.69%    % Emerging Markets: 3.31%    % Unidentified Markets: 0.00%

Americas 54.88%
51.57%
Canada 3.35%
United States 48.21%
3.31%
Brazil 2.22%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.84%
United Kingdom 3.37%
25.47%
Belgium 1.54%
Denmark 3.41%
Germany 5.16%
Ireland 1.04%
Italy 2.61%
Netherlands 3.11%
Norway 3.31%
Spain 1.96%
Switzerland 3.32%
0.00%
0.00%
Greater Asia 16.28%
Japan 6.86%
0.00%
9.42%
South Korea 5.53%
Taiwan 3.89%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
21.85%
Materials
1.04%
Consumer Discretionary
6.43%
Financials
14.38%
Real Estate
0.00%
Sensitive
55.38%
Communication Services
8.71%
Energy
0.00%
Industrials
23.30%
Information Technology
23.37%
Defensive
22.77%
Consumer Staples
6.26%
Health Care
14.74%
Utilities
1.77%
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