Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.46%
Stock 99.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of February 28, 2026
Large 3.82%
Mid 18.86%
Small 77.32%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.39%

Americas 98.39%
95.36%
Canada 2.04%
United States 93.31%
3.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.22%
United Kingdom 0.00%
1.22%
Denmark 0.84%
Ireland 0.37%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
26.41%
Materials
2.10%
Consumer Discretionary
12.50%
Financials
11.00%
Real Estate
0.82%
Sensitive
49.40%
Communication Services
2.00%
Energy
2.71%
Industrials
26.61%
Information Technology
18.08%
Defensive
23.70%
Consumer Staples
1.73%
Health Care
21.98%
Utilities
0.00%
Not Classified
0.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.48%
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