Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.12%
Stock 97.66%
Bond 0.00%
Convertible 0.00%
Preferred 2.23%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 78.99%
Mid 11.63%
Small 9.39%
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Region Exposure

% Developed Markets: 96.26%    % Emerging Markets: 0.77%    % Unidentified Markets: 2.98%

Americas 84.32%
83.55%
Canada 1.79%
United States 81.76%
0.77%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.72%
United Kingdom 1.03%
4.69%
Denmark 0.41%
France 0.72%
Netherlands 3.57%
0.00%
0.00%
Greater Asia 6.99%
Japan 0.00%
0.00%
6.99%
Singapore 1.56%
Taiwan 5.42%
0.00%
Unidentified Region 2.98%

Stock Sector Exposure

Cyclical
16.71%
Materials
0.88%
Consumer Discretionary
13.58%
Financials
1.69%
Real Estate
0.56%
Sensitive
68.87%
Communication Services
13.22%
Energy
0.38%
Industrials
5.25%
Information Technology
50.02%
Defensive
11.45%
Consumer Staples
0.11%
Health Care
8.67%
Utilities
2.67%
Not Classified
2.98%
Non Classified Equity
2.98%
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