Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.38%
Stock 98.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of February 28, 2026
Large 41.58%
Mid 46.28%
Small 12.15%
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Region Exposure

% Developed Markets: 88.40%    % Emerging Markets: 10.29%    % Unidentified Markets: 1.31%

Americas 66.84%
60.68%
Canada 3.94%
United States 56.74%
6.16%
Brazil 2.53%
Mexico 3.63%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.50%
United Kingdom 5.13%
12.37%
Denmark 1.65%
France 5.22%
Italy 1.01%
Spain 3.09%
Switzerland 1.40%
0.00%
0.00%
Greater Asia 14.35%
Japan 2.64%
5.67%
Australia 5.67%
1.91%
Hong Kong 1.91%
4.13%
China 4.13%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
5.72%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.72%
Sensitive
48.59%
Communication Services
1.61%
Energy
10.06%
Industrials
36.92%
Information Technology
0.00%
Defensive
45.69%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
45.69%
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