Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.69%
Stock 97.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 62.74%
Mid 24.57%
Small 12.69%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.16%    % Emerging Markets: 0.02%    % Unidentified Markets: 2.82%

Americas 91.78%
91.38%
Canada 0.12%
United States 91.26%
0.40%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.40%
United Kingdom 1.09%
4.03%
Ireland 3.19%
Sweden 0.08%
Switzerland 0.77%
0.00%
0.28%
Israel 0.28%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.82%

Stock Sector Exposure

Cyclical
34.11%
Materials
3.46%
Consumer Discretionary
9.87%
Financials
18.85%
Real Estate
1.92%
Sensitive
42.08%
Communication Services
4.68%
Energy
9.57%
Industrials
14.77%
Information Technology
13.05%
Defensive
21.12%
Consumer Staples
8.57%
Health Care
10.70%
Utilities
1.86%
Not Classified
2.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.69%
As of February 28, 2026
View Region Exposure
Start Trial

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