Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.02%
Stock 99.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of February 28, 2026
Large 74.07%
Mid 19.76%
Small 6.17%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 94.48%
94.48%
Canada 0.64%
United States 93.84%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.48%
United Kingdom 3.02%
2.46%
Ireland 1.46%
Switzerland 1.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
27.95%
Materials
3.59%
Consumer Discretionary
11.11%
Financials
11.54%
Real Estate
1.71%
Sensitive
56.16%
Communication Services
9.33%
Energy
4.59%
Industrials
11.24%
Information Technology
31.00%
Defensive
15.89%
Consumer Staples
4.34%
Health Care
10.59%
Utilities
0.95%
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