Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.65%
Stock 96.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of February 28, 2026
Large 82.24%
Mid 13.26%
Small 4.50%
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Region Exposure

% Developed Markets: 99.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.17%

Americas 59.05%
59.05%
Canada 6.13%
United States 52.92%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.89%
United Kingdom 14.29%
21.60%
Denmark 0.58%
France 8.46%
Germany 4.66%
Ireland 4.56%
Netherlands 2.06%
Sweden 1.27%
0.00%
0.00%
Greater Asia 4.89%
Japan 4.89%
0.00%
0.00%
0.00%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
33.54%
Materials
1.91%
Consumer Discretionary
9.29%
Financials
20.21%
Real Estate
2.13%
Sensitive
47.45%
Communication Services
3.04%
Energy
0.00%
Industrials
19.80%
Information Technology
24.62%
Defensive
19.01%
Consumer Staples
5.62%
Health Care
11.10%
Utilities
2.29%
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