Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.07%
Stock 96.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of February 28, 2026
Large 77.87%
Mid 13.17%
Small 8.95%
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Region Exposure

% Developed Markets: 89.35%    % Emerging Markets: 7.32%    % Unidentified Markets: 3.33%

Americas 66.92%
65.98%
Canada 3.95%
United States 62.03%
0.93%
Brazil 0.32%
Chile 0.14%
Mexico 0.35%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.29%
United Kingdom 1.54%
6.14%
Austria 0.32%
Belgium 0.18%
Denmark 0.25%
Finland 0.24%
Germany 1.05%
Ireland 1.88%
Netherlands 0.87%
Spain 0.31%
Sweden 0.11%
Switzerland 0.94%
0.36%
Turkey 0.36%
1.26%
Saudi Arabia 0.42%
United Arab Emirates 0.44%
Greater Asia 20.46%
Japan 1.63%
2.07%
Australia 2.07%
11.02%
Hong Kong 0.88%
Singapore 0.85%
South Korea 2.99%
Taiwan 6.30%
5.73%
China 4.05%
India 1.50%
Indonesia 0.13%
Malaysia 0.05%
Unidentified Region 3.33%

Stock Sector Exposure

Cyclical
21.14%
Materials
7.61%
Consumer Discretionary
10.22%
Financials
1.94%
Real Estate
1.37%
Sensitive
63.18%
Communication Services
9.69%
Energy
2.12%
Industrials
9.84%
Information Technology
41.53%
Defensive
15.68%
Consumer Staples
3.57%
Health Care
11.78%
Utilities
0.33%
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