Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.35%
Stock 96.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.20%
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Market Capitalization

As of February 28, 2026
Large 84.65%
Mid 14.55%
Small 0.80%
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Region Exposure

% Developed Markets: 93.42%    % Emerging Markets: 6.63%    % Unidentified Markets: -0.06%

Americas 48.37%
48.37%
Canada 3.20%
United States 45.17%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.79%
United Kingdom 16.19%
22.52%
France 11.25%
Germany 2.24%
Ireland 4.70%
Netherlands 1.43%
Spain 2.90%
0.00%
3.08%
South Africa 3.08%
Greater Asia 9.90%
Japan 2.32%
0.00%
4.03%
Taiwan 4.03%
3.55%
China 1.70%
India 1.85%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
23.99%
Materials
0.00%
Consumer Discretionary
10.08%
Financials
13.91%
Real Estate
0.00%
Sensitive
48.91%
Communication Services
0.00%
Energy
0.00%
Industrials
18.51%
Information Technology
30.40%
Defensive
27.10%
Consumer Staples
12.95%
Health Care
14.15%
Utilities
0.00%
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