Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.32%
Stock 99.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of February 28, 2026
Large 30.24%
Mid 43.40%
Small 26.36%
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Region Exposure

% Developed Markets: 96.74%    % Emerging Markets: 3.00%    % Unidentified Markets: 0.26%

Americas 31.56%
30.61%
Canada 4.09%
United States 26.52%
0.95%
Mexico 0.95%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.79%
United Kingdom 15.42%
22.36%
France 5.98%
Ireland 6.00%
Spain 1.83%
Switzerland 8.55%
0.00%
0.00%
Greater Asia 30.40%
Japan 24.38%
0.00%
3.97%
Singapore 3.97%
2.05%
China 2.05%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
16.02%
Materials
6.56%
Consumer Discretionary
4.62%
Financials
4.84%
Real Estate
0.00%
Sensitive
53.65%
Communication Services
2.07%
Energy
0.00%
Industrials
35.34%
Information Technology
16.24%
Defensive
30.33%
Consumer Staples
13.72%
Health Care
16.61%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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