Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.99%
Stock 98.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.39%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 84.18%
Mid 11.33%
Small 4.49%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.80%    % Emerging Markets: 2.99%    % Unidentified Markets: 0.21%

Americas 54.65%
53.84%
Canada 4.84%
United States 49.00%
0.80%
Brazil 0.80%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.83%
United Kingdom 7.71%
21.12%
Denmark 1.10%
France 3.24%
Ireland 3.18%
Netherlands 6.49%
Spain 1.42%
Sweden 1.79%
Switzerland 3.90%
0.00%
0.00%
Greater Asia 16.32%
Japan 6.24%
0.91%
Australia 0.91%
6.99%
Hong Kong 2.00%
Taiwan 4.99%
2.18%
China 1.18%
India 1.00%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
27.99%
Materials
0.00%
Consumer Discretionary
8.88%
Financials
19.11%
Real Estate
0.00%
Sensitive
50.46%
Communication Services
4.23%
Energy
0.00%
Industrials
16.48%
Information Technology
29.75%
Defensive
21.55%
Consumer Staples
8.76%
Health Care
12.79%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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