Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.80%
Stock 99.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of February 28, 2026
Large 87.98%
Mid 8.06%
Small 3.96%
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Region Exposure

% Developed Markets: 98.17%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.83%

Americas 65.82%
65.82%
Canada 0.16%
United States 65.66%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.84%
United Kingdom 9.38%
16.46%
France 10.27%
Germany 3.43%
Netherlands 2.76%
0.00%
0.00%
Greater Asia 6.51%
Japan 2.05%
0.00%
4.46%
Taiwan 4.46%
0.00%
Unidentified Region 1.83%

Stock Sector Exposure

Cyclical
28.27%
Materials
0.00%
Consumer Discretionary
13.55%
Financials
14.72%
Real Estate
0.00%
Sensitive
57.03%
Communication Services
12.35%
Energy
0.00%
Industrials
14.50%
Information Technology
30.18%
Defensive
14.70%
Consumer Staples
6.63%
Health Care
8.07%
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