Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.45%
Stock 98.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 12.97%
Mid 31.75%
Small 55.28%
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Region Exposure

% Developed Markets: 98.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.45%

Americas 82.15%
78.64%
United States 78.64%
3.51%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.33%
United Kingdom 0.00%
10.12%
Denmark 2.34%
Ireland 7.78%
0.00%
2.22%
Israel 2.22%
Greater Asia 4.07%
Japan 0.00%
0.00%
4.07%
Hong Kong 4.07%
0.00%
Unidentified Region 1.45%

Stock Sector Exposure

Cyclical
34.56%
Materials
4.71%
Consumer Discretionary
7.55%
Financials
19.02%
Real Estate
3.27%
Sensitive
40.71%
Communication Services
1.26%
Energy
5.79%
Industrials
20.30%
Information Technology
13.36%
Defensive
24.73%
Consumer Staples
5.56%
Health Care
11.47%
Utilities
7.70%
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