Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.05%
Stock 99.94%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 94.16%
Mid 5.72%
Small 0.12%
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Region Exposure

% Developed Markets: 97.85%    % Emerging Markets: 2.17%    % Unidentified Markets: -0.02%

Americas 77.24%
77.24%
Canada 0.08%
United States 77.16%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.64%
United Kingdom 4.44%
15.20%
France 4.18%
Germany 1.52%
Netherlands 4.01%
Spain 2.99%
Sweden 2.50%
0.00%
0.00%
Greater Asia 3.14%
Japan 0.98%
0.00%
0.00%
2.17%
India 2.17%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
22.00%
Materials
1.26%
Consumer Discretionary
8.57%
Financials
12.17%
Real Estate
0.00%
Sensitive
63.40%
Communication Services
11.08%
Energy
1.00%
Industrials
13.52%
Information Technology
37.80%
Defensive
14.60%
Consumer Staples
4.68%
Health Care
8.43%
Utilities
1.49%
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