Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 97.61%
Bond 2.16%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of February 28, 2026
Large 89.04%
Mid 8.29%
Small 2.67%
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Region Exposure

% Developed Markets: 96.74%    % Emerging Markets: 1.96%    % Unidentified Markets: 1.30%

Americas 68.57%
68.57%
Canada 3.25%
United States 65.33%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.13%
United Kingdom 3.98%
15.15%
France 3.30%
Germany 1.39%
Ireland 3.93%
Italy 1.17%
Netherlands 3.49%
Spain 0.76%
Switzerland 1.11%
0.00%
0.00%
Greater Asia 11.00%
Japan 4.94%
0.99%
Australia 0.99%
3.11%
Hong Kong 1.55%
Taiwan 1.56%
1.96%
India 1.96%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
28.39%
Materials
2.47%
Consumer Discretionary
8.12%
Financials
17.80%
Real Estate
0.00%
Sensitive
56.18%
Communication Services
12.83%
Energy
3.55%
Industrials
12.75%
Information Technology
27.05%
Defensive
14.17%
Consumer Staples
3.83%
Health Care
10.34%
Utilities
0.00%
Not Classified
1.26%
Non Classified Equity
1.26%
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