Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 99.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.78%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 54.68%
Mid 21.32%
Small 24.01%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.78%

Americas 90.27%
90.27%
Canada 0.64%
United States 89.63%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.15%
United Kingdom 0.54%
1.95%
Ireland 0.89%
Italy 1.05%
0.00%
0.66%
Israel 0.66%
Greater Asia 5.79%
Japan 0.00%
0.00%
5.79%
South Korea 1.58%
Taiwan 4.21%
0.00%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
29.48%
Materials
0.00%
Consumer Discretionary
17.75%
Financials
7.33%
Real Estate
4.41%
Sensitive
50.22%
Communication Services
10.99%
Energy
3.70%
Industrials
6.13%
Information Technology
29.40%
Defensive
19.61%
Consumer Staples
2.45%
Health Care
17.16%
Utilities
0.00%
Not Classified
0.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.69%
As of February 28, 2026
View Region Exposure
Start Trial

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