Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.10%
Stock 97.84%
Bond 0.12%
Convertible 0.00%
Preferred 0.54%
Other 1.40%
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Market Capitalization

As of February 28, 2026
Large 68.65%
Mid 16.53%
Small 14.82%
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: 1.62%    % Unidentified Markets: 1.14%

Americas 88.08%
85.91%
Canada 3.00%
United States 82.91%
2.17%
Brazil 0.76%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.24%
United Kingdom 2.49%
2.75%
Germany 0.71%
Ireland 0.28%
Netherlands 0.40%
Switzerland 0.90%
0.00%
0.00%
Greater Asia 5.54%
Japan 0.00%
0.00%
5.54%
Singapore 1.78%
South Korea 1.55%
Taiwan 2.20%
0.00%
Unidentified Region 1.14%

Stock Sector Exposure

Cyclical
29.30%
Materials
3.34%
Consumer Discretionary
10.02%
Financials
13.62%
Real Estate
2.32%
Sensitive
59.74%
Communication Services
11.06%
Energy
5.39%
Industrials
14.95%
Information Technology
28.35%
Defensive
9.80%
Consumer Staples
3.85%
Health Care
5.34%
Utilities
0.61%
Not Classified
1.15%
Non Classified Equity
0.97%
Not Classified - Non Equity
0.18%
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