Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.83%
Stock 98.69%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other -0.19%
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Market Capitalization

As of February 28, 2026
Large 1.48%
Mid 24.64%
Small 73.88%
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Region Exposure

% Developed Markets: 99.42%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.58%

Americas 62.52%
61.62%
Canada 1.23%
United States 60.39%
0.90%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.99%
United Kingdom 9.35%
13.64%
Belgium 0.82%
Germany 3.78%
Italy 3.79%
Netherlands 1.52%
Sweden 1.40%
Switzerland 2.27%
0.00%
0.00%
Greater Asia 13.91%
Japan 11.10%
2.78%
Australia 2.78%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 0.58%

Stock Sector Exposure

Cyclical
44.52%
Materials
6.84%
Consumer Discretionary
12.16%
Financials
17.64%
Real Estate
7.89%
Sensitive
40.94%
Communication Services
2.58%
Energy
0.32%
Industrials
26.56%
Information Technology
11.48%
Defensive
13.03%
Consumer Staples
3.66%
Health Care
8.22%
Utilities
1.15%
Not Classified
1.50%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.50%
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