Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.22%
Stock 96.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of February 28, 2026
Large 76.86%
Mid 17.72%
Small 5.43%
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Region Exposure

% Developed Markets: 99.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.31%

Americas 72.92%
71.89%
Canada 9.38%
United States 62.51%
1.03%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.00%
United Kingdom 7.31%
8.69%
Austria 0.36%
Denmark 0.02%
France 0.50%
Germany 1.48%
Ireland 1.60%
Italy 1.36%
Netherlands 1.38%
Spain 0.94%
Sweden 0.06%
Switzerland 0.81%
0.00%
0.00%
Greater Asia 10.77%
Japan 6.97%
2.34%
Australia 2.34%
1.46%
Hong Kong 0.23%
Singapore 0.92%
South Korea 0.31%
0.00%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
30.00%
Materials
5.52%
Consumer Discretionary
8.73%
Financials
15.50%
Real Estate
0.25%
Sensitive
52.57%
Communication Services
10.18%
Energy
2.28%
Industrials
13.78%
Information Technology
26.33%
Defensive
17.37%
Consumer Staples
6.15%
Health Care
9.38%
Utilities
1.84%
Not Classified
0.05%
Non Classified Equity
0.05%
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