Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.21%
Stock 97.16%
Bond 2.13%
Convertible 0.00%
Preferred 0.46%
Other -1.96%
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Market Capitalization

As of February 28, 2026
Large 86.56%
Mid 9.19%
Small 4.24%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 2.43%    % Unidentified Markets: 0.69%

Americas 65.95%
64.58%
Canada 3.85%
United States 60.74%
1.37%
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 5.82%
19.96%
France 2.29%
Germany 5.07%
Ireland 1.08%
Italy 3.42%
Netherlands 3.60%
Sweden 1.02%
Switzerland 3.48%
0.00%
0.00%
Greater Asia 7.58%
Japan 5.13%
0.00%
1.38%
Hong Kong 1.38%
1.06%
China 1.06%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
31.30%
Materials
4.92%
Consumer Discretionary
10.75%
Financials
14.93%
Real Estate
0.70%
Sensitive
47.12%
Communication Services
10.97%
Energy
3.55%
Industrials
14.53%
Information Technology
18.06%
Defensive
16.77%
Consumer Staples
2.65%
Health Care
8.35%
Utilities
5.77%
Not Classified
4.81%
Non Classified Equity
0.70%
Not Classified - Non Equity
4.10%
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