Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.37%
Stock 89.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 8.17%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 85.08%    % Emerging Markets: 6.77%    % Unidentified Markets: 8.15%

Americas 65.74%
64.22%
Canada 7.60%
United States 56.63%
1.52%
Argentina 0.03%
Brazil 0.43%
Mexico 0.12%
Peru 0.03%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.34%
United Kingdom 1.68%
6.55%
Austria 0.12%
Belgium 0.04%
Denmark 0.03%
Finland 0.04%
France 0.62%
Germany 0.72%
Ireland 0.81%
Italy 0.32%
Netherlands 2.15%
Norway 0.16%
Portugal 0.11%
Spain 0.20%
Sweden 0.06%
Switzerland 0.76%
0.09%
Poland 0.09%
0.01%
Israel 0.01%
Greater Asia 17.77%
Japan 6.46%
0.29%
Australia 0.22%
5.61%
Hong Kong 1.90%
Singapore 0.32%
South Korea 0.33%
Taiwan 3.06%
5.42%
China 5.42%
Unidentified Region 8.15%

Stock Sector Exposure

Cyclical
18.41%
Materials
4.15%
Consumer Discretionary
8.62%
Financials
5.24%
Real Estate
0.40%
Sensitive
58.86%
Communication Services
8.69%
Energy
2.24%
Industrials
12.29%
Information Technology
35.64%
Defensive
14.84%
Consumer Staples
0.87%
Health Care
11.68%
Utilities
2.30%
Not Classified
7.89%
Non Classified Equity
0.18%
Not Classified - Non Equity
7.70%
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