Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.32%
Stock 97.31%
Bond 2.38%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 89.22%
Mid 8.27%
Small 2.51%
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Region Exposure

% Developed Markets: 97.99%    % Emerging Markets: 2.00%    % Unidentified Markets: 0.00%

Americas 68.56%
68.56%
Canada 3.44%
United States 65.11%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.92%
United Kingdom 3.97%
15.95%
Denmark 0.00%
France 4.10%
Germany 1.40%
Ireland 3.93%
Italy 1.17%
Netherlands 3.47%
Spain 0.76%
Switzerland 1.12%
0.00%
0.00%
Greater Asia 11.52%
Japan 5.41%
0.98%
Australia 0.98%
3.12%
Hong Kong 1.56%
Taiwan 1.56%
2.00%
India 2.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
28.56%
Materials
2.46%
Consumer Discretionary
8.61%
Financials
17.49%
Real Estate
0.00%
Sensitive
57.18%
Communication Services
12.78%
Energy
4.41%
Industrials
12.78%
Information Technology
27.22%
Defensive
14.26%
Consumer Staples
3.86%
Health Care
10.39%
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