Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.10%
Stock 96.64%
Bond 0.64%
Convertible 0.00%
Preferred 1.07%
Other 0.55%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.92%    % Emerging Markets: 1.15%    % Unidentified Markets: 3.93%

Americas 74.57%
74.49%
Canada 0.99%
United States 73.50%
0.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.37%
United Kingdom 4.63%
11.67%
France 1.62%
Germany 1.10%
Ireland 3.95%
Netherlands 3.02%
Switzerland 1.84%
0.00%
0.07%
Israel 0.07%
Greater Asia 5.13%
Japan 1.81%
0.00%
2.25%
Hong Kong 0.31%
South Korea 0.77%
Taiwan 1.16%
1.07%
China 0.69%
India 0.38%
Unidentified Region 3.93%

Stock Sector Exposure

Cyclical
25.44%
Materials
3.84%
Consumer Discretionary
8.76%
Financials
12.21%
Real Estate
0.63%
Sensitive
53.27%
Communication Services
8.61%
Energy
2.08%
Industrials
14.71%
Information Technology
27.87%
Defensive
18.43%
Consumer Staples
3.88%
Health Care
12.81%
Utilities
1.73%
Not Classified
2.86%
Non Classified Equity
2.19%
Not Classified - Non Equity
0.68%
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