Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.95%
Stock 99.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 7.57%
Mid 29.15%
Small 63.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.93%    % Emerging Markets: 4.07%    % Unidentified Markets: -0.00%

Americas 52.83%
52.83%
Canada 11.19%
United States 41.64%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.11%
United Kingdom 22.88%
14.73%
Germany 1.23%
Italy 4.05%
Netherlands 2.56%
Sweden 3.47%
Switzerland 2.42%
1.73%
Poland 1.73%
1.78%
Israel 1.78%
Greater Asia 6.06%
Japan 3.35%
2.71%
Australia 2.71%
0.00%
0.00%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
34.01%
Materials
2.76%
Consumer Discretionary
12.90%
Financials
9.10%
Real Estate
9.25%
Sensitive
56.44%
Communication Services
0.00%
Energy
0.00%
Industrials
35.57%
Information Technology
20.88%
Defensive
9.55%
Consumer Staples
5.18%
Health Care
4.37%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

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