Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 99.41%
Bond 0.15%
Convertible 0.00%
Preferred 0.32%
Other -0.04%
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Market Capitalization

As of February 28, 2026
Large 65.23%
Mid 16.89%
Small 17.88%
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Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.29%

Americas 96.63%
96.63%
Canada 0.91%
United States 95.72%
0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.18%
United Kingdom 0.00%
1.18%
Finland 0.24%
France 0.27%
Germany 0.00%
Ireland 0.46%
Italy 0.21%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.90%
Japan 0.00%
0.29%
Australia 0.29%
0.60%
Taiwan 0.60%
0.00%
Unidentified Region 1.29%

Stock Sector Exposure

Cyclical
18.02%
Materials
1.01%
Consumer Discretionary
13.85%
Financials
1.57%
Real Estate
1.59%
Sensitive
75.76%
Communication Services
9.81%
Energy
0.00%
Industrials
24.11%
Information Technology
41.85%
Defensive
4.74%
Consumer Staples
0.98%
Health Care
3.00%
Utilities
0.75%
Not Classified
1.48%
Non Classified Equity
1.16%
Not Classified - Non Equity
0.31%
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