Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.01%
Stock 97.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.43%
Other 2.33%
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Market Capitalization

As of February 28, 2026
Large 86.30%
Mid 7.47%
Small 6.24%
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Region Exposure

% Developed Markets: 94.52%    % Emerging Markets: 1.62%    % Unidentified Markets: 3.86%

Americas 79.31%
79.31%
Canada 2.79%
United States 76.52%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.94%
United Kingdom 0.00%
2.94%
Netherlands 2.07%
0.00%
0.00%
Greater Asia 13.89%
Japan 0.00%
0.00%
12.26%
Hong Kong 3.87%
Taiwan 8.40%
1.62%
China 1.62%
Unidentified Region 3.86%

Stock Sector Exposure

Cyclical
9.45%
Materials
0.00%
Consumer Discretionary
8.05%
Financials
1.40%
Real Estate
0.00%
Sensitive
85.61%
Communication Services
13.29%
Energy
0.00%
Industrials
2.24%
Information Technology
70.07%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.94%
Non Classified Equity
2.54%
Not Classified - Non Equity
2.40%
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