Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.40%
Stock 93.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 4.27%
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Market Capitalization

As of February 28, 2026
Large 84.96%
Mid 10.71%
Small 4.32%
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Region Exposure

% Developed Markets: 93.32%    % Emerging Markets: 0.02%    % Unidentified Markets: 6.65%

Americas 84.90%
84.87%
Canada 2.11%
United States 82.75%
0.03%
Brazil 0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.11%
United Kingdom 0.59%
5.51%
Germany 0.60%
Ireland 2.86%
Netherlands 1.40%
Norway 0.02%
Spain 0.22%
Switzerland 0.41%
0.00%
0.01%
Israel 0.01%
Greater Asia 2.34%
Japan 0.69%
0.01%
Australia 0.01%
1.64%
Singapore 0.01%
South Korea 0.92%
Taiwan 0.71%
0.00%
Unidentified Region 6.65%

Stock Sector Exposure

Cyclical
27.15%
Materials
2.77%
Consumer Discretionary
8.19%
Financials
14.87%
Real Estate
1.31%
Sensitive
54.99%
Communication Services
7.44%
Energy
3.94%
Industrials
15.23%
Information Technology
28.37%
Defensive
13.49%
Consumer Staples
4.53%
Health Care
7.09%
Utilities
1.86%
Not Classified
4.38%
Non Classified Equity
0.01%
Not Classified - Non Equity
4.37%
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