Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.01%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of February 28, 2026
Large 87.67%
Mid 12.12%
Small 0.21%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.48%    % Unidentified Markets: 0.00%

Americas 96.16%
95.68%
Canada 0.98%
United States 94.70%
0.48%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.31%
United Kingdom 1.65%
1.66%
Ireland 0.37%
Netherlands 1.29%
0.00%
0.00%
Greater Asia 0.54%
Japan 0.00%
0.07%
Australia 0.07%
0.47%
Singapore 0.47%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
13.98%
Materials
1.28%
Consumer Discretionary
12.47%
Financials
0.23%
Real Estate
0.00%
Sensitive
70.55%
Communication Services
15.67%
Energy
0.62%
Industrials
3.68%
Information Technology
50.57%
Defensive
15.38%
Consumer Staples
8.56%
Health Care
5.25%
Utilities
1.56%
Not Classified
0.10%
Non Classified Equity
0.10%
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