Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.10%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of February 28, 2026
Large 74.65%
Mid 19.66%
Small 5.69%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.45%

Americas 88.63%
88.63%
United States 88.63%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.58%
United Kingdom 3.03%
5.55%
France 1.20%
Netherlands 3.27%
Switzerland 1.08%
0.00%
0.00%
Greater Asia 2.34%
Japan 0.00%
1.10%
Australia 1.10%
1.23%
Taiwan 1.23%
0.00%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
30.15%
Materials
3.08%
Consumer Discretionary
6.64%
Financials
17.19%
Real Estate
3.23%
Sensitive
43.77%
Communication Services
7.51%
Energy
5.97%
Industrials
12.79%
Information Technology
17.50%
Defensive
26.08%
Consumer Staples
8.08%
Health Care
13.20%
Utilities
4.80%
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