Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.01%
Stock 97.23%
Bond 1.81%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of February 28, 2026
Large 6.21%
Mid 21.11%
Small 72.68%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.22%

Americas 91.82%
86.13%
Canada 1.33%
United States 84.79%
5.69%
Colombia 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.96%
United Kingdom 1.92%
3.59%
Belgium 0.00%
Denmark 0.51%
Finland 1.38%
France 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 0.37%
Sweden 0.00%
Switzerland 1.33%
0.00%
1.44%
Israel 1.44%
United Arab Emirates 0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
19.91%
Materials
2.39%
Consumer Discretionary
11.33%
Financials
6.18%
Real Estate
0.01%
Sensitive
54.38%
Communication Services
4.04%
Energy
2.80%
Industrials
25.69%
Information Technology
21.85%
Defensive
21.31%
Consumer Staples
1.80%
Health Care
19.50%
Utilities
0.00%
Not Classified
4.40%
Non Classified Equity
1.51%
Not Classified - Non Equity
2.89%
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