Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.82%
Stock 91.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 7.76%
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Market Capitalization

As of February 28, 2026
Large 84.54%
Mid 7.23%
Small 8.23%
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Region Exposure

% Developed Markets: 85.21%    % Emerging Markets: 7.08%    % Unidentified Markets: 7.70%

Americas 51.02%
51.02%
Canada 0.86%
United States 50.16%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.37%
United Kingdom 8.23%
23.14%
France 14.41%
Germany 3.22%
Ireland 2.30%
Switzerland 3.21%
0.00%
0.00%
Greater Asia 9.91%
Japan 2.83%
0.00%
0.00%
7.08%
China 7.08%
Unidentified Region 7.70%

Stock Sector Exposure

Cyclical
40.33%
Materials
4.00%
Consumer Discretionary
16.24%
Financials
20.09%
Real Estate
0.00%
Sensitive
24.49%
Communication Services
0.00%
Energy
0.00%
Industrials
9.78%
Information Technology
14.71%
Defensive
35.19%
Consumer Staples
21.62%
Health Care
13.57%
Utilities
0.00%
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