Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.88%
Stock 92.43%
Bond 0.71%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 87.70%    % Emerging Markets: 5.44%    % Unidentified Markets: 6.86%

Americas 67.20%
65.38%
Canada 1.49%
United States 63.89%
1.82%
Brazil 1.81%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.64%
United Kingdom 1.40%
8.24%
Germany 3.13%
Ireland 0.13%
Netherlands 1.62%
Spain 1.96%
Sweden 1.38%
Switzerland 0.02%
0.00%
-0.00%
Israel -0.00%
Greater Asia 16.30%
Japan 8.22%
0.00%
4.45%
Hong Kong 2.00%
Singapore 0.02%
Taiwan 2.44%
3.63%
China 3.63%
Thailand -0.00%
Unidentified Region 6.86%

Stock Sector Exposure

Cyclical
32.70%
Materials
1.81%
Consumer Discretionary
11.82%
Financials
18.97%
Real Estate
0.09%
Sensitive
50.45%
Communication Services
12.24%
Energy
3.62%
Industrials
11.87%
Information Technology
22.72%
Defensive
16.17%
Consumer Staples
4.59%
Health Care
11.39%
Utilities
0.19%
Not Classified
0.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.68%
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