Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.02%
Stock 97.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.10%
Other 0.34%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.34%

Americas 68.93%
68.72%
Canada 2.02%
United States 66.70%
0.22%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.05%
United Kingdom 4.45%
16.55%
Austria 0.02%
Belgium 0.20%
Denmark 0.64%
Finland 0.51%
France 3.41%
Germany 2.76%
Ireland 0.76%
Italy 0.66%
Netherlands 1.78%
Norway 0.24%
Portugal 0.07%
Spain 0.78%
Sweden 1.21%
Switzerland 3.20%
0.00%
0.04%
Israel 0.04%
Greater Asia 9.68%
Japan 6.94%
1.93%
Australia 1.88%
0.80%
Hong Kong 0.48%
Singapore 0.32%
0.01%
China 0.01%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
33.46%
Materials
3.61%
Consumer Discretionary
10.51%
Financials
17.27%
Real Estate
2.07%
Sensitive
50.31%
Communication Services
8.17%
Energy
2.58%
Industrials
12.87%
Information Technology
26.69%
Defensive
16.12%
Consumer Staples
4.77%
Health Care
9.93%
Utilities
1.41%
Not Classified
0.11%
Non Classified Equity
0.11%
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