Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.36%
Stock 99.52%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 83.31%
Mid 13.04%
Small 3.64%
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Region Exposure

% Developed Markets: 93.03%    % Emerging Markets: 6.62%    % Unidentified Markets: 0.36%

Americas 58.93%
57.22%
Canada 2.17%
United States 55.05%
1.70%
Brazil 1.70%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.09%
United Kingdom 3.05%
21.04%
Denmark 1.72%
Finland 1.95%
France 2.28%
Germany 2.63%
Ireland 1.59%
Italy 1.35%
Netherlands 3.76%
Norway 1.81%
Spain 2.13%
0.00%
0.00%
Greater Asia 16.62%
Japan 3.20%
0.00%
8.51%
Singapore 2.13%
South Korea 1.37%
Taiwan 5.01%
4.91%
India 4.91%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
26.83%
Materials
1.52%
Consumer Discretionary
9.99%
Financials
15.32%
Real Estate
0.00%
Sensitive
53.63%
Communication Services
9.48%
Energy
2.02%
Industrials
15.45%
Information Technology
26.69%
Defensive
19.29%
Consumer Staples
6.88%
Health Care
10.54%
Utilities
1.86%
Not Classified
0.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.25%
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