Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.09%
Stock 99.69%
Bond 0.13%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of February 28, 2026
Large 80.28%
Mid 15.94%
Small 3.78%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.18%

Americas 97.28%
97.20%
Canada 0.03%
United States 97.16%
0.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.37%
United Kingdom 0.42%
1.94%
Germany 0.00%
Ireland 1.50%
Netherlands 0.10%
Switzerland 0.34%
0.00%
0.00%
Greater Asia 0.17%
Japan 0.00%
0.02%
Australia 0.02%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
26.55%
Materials
2.19%
Consumer Discretionary
10.02%
Financials
12.41%
Real Estate
1.92%
Sensitive
55.74%
Communication Services
10.51%
Energy
3.54%
Industrials
9.05%
Information Technology
32.65%
Defensive
17.51%
Consumer Staples
5.16%
Health Care
9.92%
Utilities
2.43%
Not Classified
0.20%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.17%
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