Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.18%
Stock 96.05%
Bond 1.85%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of February 28, 2026
Large 77.63%
Mid 14.60%
Small 7.77%
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Region Exposure

% Developed Markets: 97.23%    % Emerging Markets: 0.74%    % Unidentified Markets: 2.03%

Americas 89.02%
87.77%
Canada 1.30%
United States 86.47%
1.24%
Colombia 0.25%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.43%
United Kingdom 0.92%
5.51%
Belgium 0.86%
Germany 0.05%
Ireland 2.23%
Italy 0.62%
Netherlands 0.54%
Switzerland 1.21%
0.00%
0.00%
Greater Asia 2.52%
Japan 0.00%
0.58%
Australia 0.58%
1.46%
Taiwan 1.46%
0.49%
India 0.49%
Unidentified Region 2.03%

Stock Sector Exposure

Cyclical
26.25%
Materials
3.09%
Consumer Discretionary
11.60%
Financials
9.75%
Real Estate
1.81%
Sensitive
49.72%
Communication Services
7.27%
Energy
0.57%
Industrials
12.37%
Information Technology
29.51%
Defensive
20.05%
Consumer Staples
5.61%
Health Care
13.66%
Utilities
0.78%
Not Classified
3.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.99%
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