Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.42%
Stock 97.13%
Bond 1.54%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 1.29%
Mid 11.28%
Small 87.43%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.25%    % Emerging Markets: 1.42%    % Unidentified Markets: 1.33%

Americas 91.72%
87.94%
Canada 1.86%
United States 86.08%
3.78%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.95%
United Kingdom 2.69%
0.41%
0.00%
3.85%
Israel 3.85%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
24.01%
Materials
1.60%
Consumer Discretionary
14.08%
Financials
8.33%
Real Estate
0.00%
Sensitive
54.24%
Communication Services
1.37%
Energy
2.16%
Industrials
26.21%
Information Technology
24.50%
Defensive
18.80%
Consumer Staples
3.55%
Health Care
15.25%
Utilities
0.00%
Not Classified
2.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.95%
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