Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.45%
Stock 97.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 61.59%
61.59%
Canada 3.89%
United States 57.70%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.91%
United Kingdom 5.40%
18.51%
France 3.76%
Ireland 1.54%
Italy 1.03%
Netherlands 5.03%
Spain 2.61%
Switzerland 4.53%
0.00%
0.00%
Greater Asia 14.47%
Japan 4.55%
1.00%
Australia 1.00%
8.91%
Hong Kong 4.36%
Taiwan 4.55%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
36.33%
Materials
5.45%
Consumer Discretionary
19.85%
Financials
11.03%
Real Estate
0.00%
Sensitive
38.18%
Communication Services
0.81%
Energy
0.00%
Industrials
9.92%
Information Technology
27.46%
Defensive
25.49%
Consumer Staples
5.16%
Health Care
20.32%
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