Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.06%
Stock 99.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Market Capitalization

As of February 28, 2026
Large 77.06%
Mid 18.01%
Small 4.93%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 74.36%
74.36%
Canada 2.74%
United States 71.62%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.16%
United Kingdom 6.59%
15.57%
France 4.61%
Germany 2.01%
Ireland 1.78%
Netherlands 2.15%
Switzerland 5.03%
0.00%
0.00%
Greater Asia 3.04%
Japan 3.04%
0.00%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
27.23%
Materials
4.55%
Consumer Discretionary
8.09%
Financials
14.58%
Real Estate
0.00%
Sensitive
55.94%
Communication Services
9.35%
Energy
2.71%
Industrials
21.11%
Information Technology
22.76%
Defensive
16.84%
Consumer Staples
4.36%
Health Care
12.48%
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