Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.09%
Stock 95.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 69.90%
Mid 26.52%
Small 3.58%
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Region Exposure

% Developed Markets: 95.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.09%

Americas 95.91%
95.91%
United States 95.91%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.09%

Stock Sector Exposure

Cyclical
32.87%
Materials
3.41%
Consumer Discretionary
15.64%
Financials
12.51%
Real Estate
1.32%
Sensitive
53.14%
Communication Services
9.15%
Energy
4.72%
Industrials
13.10%
Information Technology
26.17%
Defensive
13.99%
Consumer Staples
3.67%
Health Care
10.31%
Utilities
0.00%
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