Asset Allocation

As of February 28, 2026.
Type % Net
Cash 9.18%
Stock 90.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 88.87%
Mid 9.80%
Small 1.32%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 1.22%    % Unidentified Markets: -0.00%

Americas 60.50%
59.88%
Canada 7.64%
United States 52.24%
0.62%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.09%
United Kingdom 4.82%
23.26%
France 9.42%
Germany 1.86%
Ireland 3.98%
Netherlands 2.90%
Spain 0.55%
Sweden 0.80%
Switzerland 3.75%
0.00%
0.00%
Greater Asia 11.42%
Japan 4.76%
0.00%
6.05%
Hong Kong 0.72%
Taiwan 5.33%
0.60%
India 0.60%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
29.65%
Materials
5.89%
Consumer Discretionary
7.73%
Financials
16.02%
Real Estate
0.00%
Sensitive
46.38%
Communication Services
7.22%
Energy
0.00%
Industrials
12.66%
Information Technology
26.50%
Defensive
23.98%
Consumer Staples
4.60%
Health Care
19.38%
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