Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.73%
Stock 95.23%
Bond 2.08%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of February 28, 2026
Large 61.69%
Mid 24.45%
Small 13.87%
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Region Exposure

% Developed Markets: 97.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.21%

Americas 88.62%
88.62%
United States 88.62%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.16%
United Kingdom 0.00%
6.20%
Ireland 3.22%
Netherlands 2.98%
0.00%
2.96%
Israel 2.96%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.21%

Stock Sector Exposure

Cyclical
23.77%
Materials
3.22%
Consumer Discretionary
7.86%
Financials
10.65%
Real Estate
2.04%
Sensitive
54.42%
Communication Services
11.17%
Energy
1.76%
Industrials
5.88%
Information Technology
35.61%
Defensive
17.00%
Consumer Staples
0.00%
Health Care
17.00%
Utilities
0.00%
Not Classified
4.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.80%
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