Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.40%
Stock 96.77%
Bond 1.21%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 75.52%
Mid 13.98%
Small 10.50%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.49%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.51%

Americas 83.03%
83.03%
Canada 2.53%
United States 80.51%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.04%
United Kingdom 6.05%
4.99%
France 0.30%
Germany 0.35%
Ireland 1.41%
Italy 0.50%
Netherlands 0.83%
Switzerland 1.62%
0.00%
0.00%
Greater Asia 4.42%
Japan 0.50%
0.00%
3.92%
South Korea 2.08%
Taiwan 1.84%
0.00%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
32.07%
Materials
3.12%
Consumer Discretionary
8.51%
Financials
18.42%
Real Estate
2.01%
Sensitive
37.22%
Communication Services
7.73%
Energy
6.84%
Industrials
11.53%
Information Technology
11.13%
Defensive
27.41%
Consumer Staples
8.67%
Health Care
12.81%
Utilities
5.93%
Not Classified
3.29%
Non Classified Equity
0.68%
Not Classified - Non Equity
2.62%
As of February 28, 2026
View Region Exposure
Start Trial

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