Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.84%
Stock 94.69%
Bond 3.08%
Convertible 0.00%
Preferred 0.00%
Other 0.39%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 72.21%
Mid 16.60%
Small 11.19%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 90.09%    % Emerging Markets: 7.79%    % Unidentified Markets: 2.11%

Americas 60.28%
55.59%
Canada 3.54%
United States 52.05%
4.68%
Brazil 4.68%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.49%
United Kingdom 7.79%
14.70%
Austria 1.52%
Denmark 0.02%
Ireland 6.13%
Italy 2.77%
Netherlands 1.53%
Norway 0.01%
Sweden 1.08%
Switzerland 1.64%
0.00%
0.00%
Greater Asia 15.13%
Japan 2.95%
0.00%
9.07%
Hong Kong 2.24%
South Korea 3.35%
Taiwan 3.47%
3.11%
China 2.03%
India 1.08%
Unidentified Region 2.11%

Stock Sector Exposure

Cyclical
18.48%
Materials
1.07%
Consumer Discretionary
1.05%
Financials
14.36%
Real Estate
1.99%
Sensitive
56.75%
Communication Services
1.91%
Energy
1.79%
Industrials
20.89%
Information Technology
32.16%
Defensive
19.96%
Consumer Staples
0.00%
Health Care
13.55%
Utilities
6.41%
Not Classified
4.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.81%
As of February 28, 2026
View Region Exposure
Start Trial

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