Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.06%
Stock 95.71%
Bond 0.00%
Convertible 0.00%
Preferred 4.23%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 48.19%
Mid 13.77%
Small 38.04%
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Region Exposure

% Developed Markets: 93.18%    % Emerging Markets: 2.31%    % Unidentified Markets: 4.51%

Americas 74.24%
74.24%
United States 74.24%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.94%
United Kingdom 8.35%
6.62%
France 1.80%
Ireland 0.95%
Netherlands 0.46%
Switzerland 3.41%
0.00%
3.96%
Israel 3.96%
Greater Asia 2.31%
Japan 0.00%
0.00%
0.00%
2.31%
China 2.31%
Unidentified Region 4.51%

Stock Sector Exposure

Cyclical
6.47%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.62%
Real Estate
5.86%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
86.03%
Consumer Staples
1.48%
Health Care
84.55%
Utilities
0.00%
Not Classified
7.49%
Non Classified Equity
7.49%
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