Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.05%
Stock 93.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.81%
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Market Capitalization

As of February 28, 2026
Large 65.93%
Mid 23.74%
Small 10.33%
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Region Exposure

% Developed Markets: 93.19%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.81%

Americas 78.34%
78.34%
Canada 2.39%
United States 75.96%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.99%
United Kingdom 8.46%
4.12%
France 4.12%
0.00%
0.41%
Israel 0.41%
Greater Asia 1.86%
Japan 0.00%
0.00%
1.86%
Taiwan 1.86%
0.00%
Unidentified Region 6.81%

Stock Sector Exposure

Cyclical
35.16%
Materials
2.54%
Consumer Discretionary
12.22%
Financials
13.27%
Real Estate
7.13%
Sensitive
30.82%
Communication Services
7.12%
Energy
5.14%
Industrials
8.86%
Information Technology
9.70%
Defensive
25.04%
Consumer Staples
4.17%
Health Care
20.88%
Utilities
0.00%
Not Classified
8.98%
Non Classified Equity
2.39%
Not Classified - Non Equity
6.59%
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