Asset Allocation

As of February 28, 2026.
Type % Net
Cash 7.08%
Stock 93.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other -0.35%
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Market Capitalization

As of February 28, 2026
Large 4.66%
Mid 18.15%
Small 77.19%
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Region Exposure

% Developed Markets: 88.81%    % Emerging Markets: 4.46%    % Unidentified Markets: 6.73%

Americas 65.98%
60.12%
Canada 2.01%
United States 58.10%
5.86%
Brazil 0.50%
Mexico 1.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.38%
United Kingdom 8.58%
5.98%
Austria 0.12%
Finland 0.15%
France 1.64%
Germany 0.71%
Italy 0.85%
Netherlands 0.25%
Norway 0.51%
Sweden 0.42%
Switzerland 1.34%
0.44%
Poland 0.11%
3.38%
Israel 0.91%
Greater Asia 8.92%
Japan 5.11%
0.69%
Australia 0.69%
3.11%
Singapore 2.61%
South Korea 0.50%
0.00%
Unidentified Region 6.73%

Stock Sector Exposure

Cyclical
46.55%
Materials
7.39%
Consumer Discretionary
9.84%
Financials
28.93%
Real Estate
0.39%
Sensitive
42.98%
Communication Services
3.15%
Energy
2.99%
Industrials
24.87%
Information Technology
11.97%
Defensive
10.47%
Consumer Staples
5.55%
Health Care
4.92%
Utilities
0.00%
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