Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.09%
Stock 99.71%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of February 28, 2026
Large 79.61%
Mid 8.94%
Small 11.45%
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.55%    % Unidentified Markets: 0.12%

Americas 96.32%
95.80%
Canada 0.71%
United States 95.09%
0.52%
Argentina 0.01%
Brazil 0.02%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.73%
United Kingdom 0.92%
1.42%
Belgium 0.00%
Denmark 0.04%
France 0.06%
Germany 0.04%
Greece 0.02%
Ireland 0.37%
Italy 0.00%
Netherlands 0.74%
Norway 0.00%
Spain 0.00%
Sweden 0.01%
Switzerland 0.11%
0.00%
Turkey 0.00%
0.38%
Israel 0.37%
South Africa 0.00%
United Arab Emirates 0.01%
Greater Asia 0.83%
Japan 0.00%
0.07%
Australia 0.07%
0.49%
Hong Kong 0.11%
Singapore 0.36%
South Korea 0.00%
Taiwan 0.01%
0.27%
China 0.21%
India 0.01%
Indonesia 0.01%
Kazakhstan 0.04%
Malaysia 0.00%
Philippines 0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
18.12%
Materials
0.99%
Consumer Discretionary
13.23%
Financials
3.33%
Real Estate
0.56%
Sensitive
68.91%
Communication Services
16.03%
Energy
0.52%
Industrials
3.50%
Information Technology
48.87%
Defensive
12.57%
Consumer Staples
5.67%
Health Care
5.93%
Utilities
0.97%
Not Classified
0.39%
Non Classified Equity
0.23%
Not Classified - Non Equity
0.16%
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