Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.59%
Stock 97.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.68%
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Market Capitalization

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

% Developed Markets: 98.94%    % Emerging Markets: 1.82%    % Unidentified Markets: -0.76%

Americas 60.82%
58.36%
Canada 7.44%
United States 50.92%
2.46%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.17%
United Kingdom 14.89%
20.47%
France 2.46%
Germany 3.65%
Ireland 2.38%
Italy 3.00%
Netherlands 3.28%
Norway 3.98%
Sweden 1.70%
Switzerland 0.00%
1.82%
0.00%
Greater Asia 2.77%
Japan 2.76%
0.01%
Australia 0.01%
0.00%
0.00%
Unidentified Region -0.76%

Stock Sector Exposure

Cyclical
29.58%
Materials
7.60%
Consumer Discretionary
2.44%
Financials
15.44%
Real Estate
4.09%
Sensitive
57.66%
Communication Services
6.84%
Energy
2.90%
Industrials
27.79%
Information Technology
20.12%
Defensive
12.77%
Consumer Staples
2.52%
Health Care
10.24%
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