Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.88%
Stock 96.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other -0.35%
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Market Capitalization

As of February 28, 2026
Large 93.50%
Mid 6.50%
Small 0.00%
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Region Exposure

% Developed Markets: 94.78%    % Emerging Markets: 1.70%    % Unidentified Markets: 3.52%

Americas 59.47%
58.98%
Canada 0.00%
United States 58.98%
0.49%
Brazil 0.48%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.78%
United Kingdom 7.79%
17.96%
Austria 0.01%
Belgium 0.03%
Denmark 1.28%
Finland 0.04%
France 5.99%
Germany 2.47%
Ireland 2.98%
Italy 0.11%
Netherlands 0.46%
Norway 0.02%
Portugal 0.01%
Spain 0.86%
Sweden 1.55%
Switzerland 2.13%
0.00%
Czech Republic 0.00%
0.03%
Israel 0.03%
Greater Asia 11.23%
Japan 5.23%
0.24%
Australia 0.23%
4.54%
Hong Kong 0.83%
Singapore 1.35%
Taiwan 2.36%
1.22%
China 0.62%
India 0.60%
Unidentified Region 3.52%

Stock Sector Exposure

Cyclical
26.05%
Materials
3.56%
Consumer Discretionary
6.02%
Financials
15.70%
Real Estate
0.76%
Sensitive
48.29%
Communication Services
6.58%
Energy
4.99%
Industrials
12.17%
Information Technology
24.55%
Defensive
25.64%
Consumer Staples
9.86%
Health Care
11.60%
Utilities
4.19%
Not Classified
0.02%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.01%
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