Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.02%
Stock 97.71%
Bond 2.27%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 75.94%
Mid 14.70%
Small 9.36%
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Region Exposure

% Developed Markets: 97.64%    % Emerging Markets: 2.36%    % Unidentified Markets: 0.00%

Americas 54.98%
54.98%
Canada 6.33%
United States 48.65%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.46%
United Kingdom 7.06%
20.41%
Denmark 0.34%
France 4.81%
Ireland 2.79%
Italy 3.13%
Netherlands 1.47%
Norway 3.59%
Spain 0.10%
Sweden 0.60%
Switzerland 3.57%
0.00%
0.00%
Greater Asia 17.56%
Japan 4.14%
0.00%
11.05%
Singapore 0.63%
South Korea 4.23%
Taiwan 6.19%
2.36%
China 2.36%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.75%
Materials
0.90%
Consumer Discretionary
8.42%
Financials
26.42%
Real Estate
0.00%
Sensitive
48.58%
Communication Services
13.44%
Energy
1.34%
Industrials
12.77%
Information Technology
21.02%
Defensive
15.67%
Consumer Staples
6.82%
Health Care
7.08%
Utilities
1.77%
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