Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.89%
Stock 98.75%
Bond 0.65%
Convertible 0.00%
Preferred 0.00%
Other -0.28%
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Market Capitalization

As of February 28, 2026
Large 67.48%
Mid 27.26%
Small 5.25%
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Region Exposure

% Developed Markets: 98.50%    % Emerging Markets: 0.96%    % Unidentified Markets: 0.55%

Americas 89.70%
87.65%
Canada 1.38%
United States 86.26%
2.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.40%
United Kingdom 1.47%
5.92%
Finland 0.64%
Ireland 1.93%
Italy 1.29%
Netherlands 0.97%
0.00%
0.00%
Greater Asia 2.36%
Japan 0.00%
0.00%
2.36%
Taiwan 2.36%
0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
16.76%
Materials
1.31%
Consumer Discretionary
13.22%
Financials
2.22%
Real Estate
0.00%
Sensitive
66.13%
Communication Services
12.61%
Energy
0.00%
Industrials
17.06%
Information Technology
36.46%
Defensive
15.57%
Consumer Staples
1.45%
Health Care
13.07%
Utilities
1.05%
Not Classified
1.54%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.54%
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