Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.75%
Stock 96.64%
Bond 1.52%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of February 28, 2026
Large 81.73%
Mid 11.87%
Small 6.40%
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Region Exposure

% Developed Markets: 96.71%    % Emerging Markets: 1.43%    % Unidentified Markets: 1.86%

Americas 58.44%
57.71%
Canada 3.90%
United States 53.82%
0.73%
Brazil 0.54%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.40%
United Kingdom 10.87%
14.82%
Belgium 0.97%
Denmark 0.16%
France 2.40%
Germany 4.59%
Ireland 1.40%
Italy 1.46%
Netherlands 1.97%
Sweden 0.10%
Switzerland 1.77%
0.42%
0.29%
South Africa 0.21%
Greater Asia 13.30%
Japan 4.04%
0.00%
9.08%
Hong Kong 0.42%
South Korea 3.87%
Taiwan 4.79%
0.19%
India 0.19%
Unidentified Region 1.86%

Stock Sector Exposure

Cyclical
24.13%
Materials
2.36%
Consumer Discretionary
7.71%
Financials
12.99%
Real Estate
1.07%
Sensitive
49.70%
Communication Services
8.06%
Energy
4.05%
Industrials
12.59%
Information Technology
25.00%
Defensive
22.57%
Consumer Staples
8.08%
Health Care
11.08%
Utilities
3.40%
Not Classified
3.60%
Non Classified Equity
0.33%
Not Classified - Non Equity
3.27%
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