Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.53%
Stock 97.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.32%
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Market Capitalization

As of February 28, 2026
Large 94.35%
Mid 5.56%
Small 0.10%
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Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 1.50%    % Unidentified Markets: -0.09%

Americas 66.12%
66.12%
Canada -0.11%
United States 66.23%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.21%
United Kingdom 7.39%
14.83%
France 5.08%
Germany 2.85%
Ireland 2.17%
Netherlands 0.23%
Spain 0.68%
Sweden 1.53%
Switzerland 2.28%
0.00%
0.00%
Greater Asia 11.75%
Japan 5.45%
0.00%
4.80%
Singapore 1.75%
Taiwan 3.05%
1.50%
China 0.67%
India 0.83%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
26.97%
Materials
3.64%
Consumer Discretionary
5.99%
Financials
17.34%
Real Estate
0.00%
Sensitive
49.86%
Communication Services
6.53%
Energy
5.24%
Industrials
13.48%
Information Technology
24.60%
Defensive
23.17%
Consumer Staples
9.07%
Health Care
11.30%
Utilities
2.80%
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