Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.28%
Stock 99.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.57%
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Market Capitalization

As of February 28, 2026
Large 75.39%
Mid 14.08%
Small 10.53%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.57%

Americas 94.06%
94.06%
United States 94.06%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.06%
United Kingdom 1.03%
3.03%
Ireland 3.03%
0.00%
0.00%
Greater Asia 1.31%
Japan 0.00%
0.00%
1.31%
Taiwan 1.31%
0.00%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
20.85%
Materials
1.10%
Consumer Discretionary
5.52%
Financials
12.93%
Real Estate
1.30%
Sensitive
58.92%
Communication Services
9.82%
Energy
2.89%
Industrials
17.38%
Information Technology
28.83%
Defensive
20.24%
Consumer Staples
2.92%
Health Care
14.01%
Utilities
3.31%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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