Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.09%
Stock 97.51%
Bond 0.63%
Convertible 0.00%
Preferred 1.22%
Other 0.54%
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Market Capitalization

As of February 28, 2026
Large 75.82%
Mid 17.06%
Small 7.12%
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Region Exposure

% Developed Markets: 97.44%    % Emerging Markets: 2.56%    % Unidentified Markets: 0.00%

Americas 51.71%
51.62%
Canada 1.72%
United States 49.90%
0.09%
Peru 0.09%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.06%
United Kingdom 6.76%
28.30%
France 7.88%
Germany 1.71%
Ireland 8.29%
Italy 1.06%
Netherlands 2.67%
Spain 0.74%
Sweden 0.40%
Switzerland 5.51%
0.00%
0.00%
Greater Asia 13.23%
Japan 6.36%
0.00%
Australia 0.00%
4.39%
Hong Kong 0.55%
Singapore 0.00%
South Korea 0.83%
Taiwan 3.00%
2.48%
China 1.36%
India 1.12%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
30.08%
Materials
3.48%
Consumer Discretionary
5.96%
Financials
20.47%
Real Estate
0.16%
Sensitive
44.31%
Communication Services
5.57%
Energy
3.60%
Industrials
14.23%
Information Technology
20.91%
Defensive
25.06%
Consumer Staples
7.27%
Health Care
14.18%
Utilities
3.60%
Not Classified
0.55%
Non Classified Equity
0.55%
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