Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.60%
Stock 91.65%
Bond 3.81%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of February 28, 2026
Large 46.85%
Mid 19.88%
Small 33.27%
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Region Exposure

% Developed Markets: 92.12%    % Emerging Markets: 3.34%    % Unidentified Markets: 4.54%

Americas 68.06%
68.06%
Canada 3.83%
United States 64.23%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.22%
United Kingdom 2.99%
11.96%
Denmark 2.98%
France 3.08%
Germany 3.35%
Spain 1.64%
0.00%
2.27%
South Africa 2.27%
Greater Asia 10.19%
Japan 0.70%
2.21%
Australia 2.21%
6.20%
Singapore 1.65%
Taiwan 4.55%
1.07%
China 1.07%
Unidentified Region 4.54%

Stock Sector Exposure

Cyclical
18.58%
Materials
0.00%
Consumer Discretionary
5.19%
Financials
9.69%
Real Estate
3.70%
Sensitive
50.42%
Communication Services
2.56%
Energy
0.00%
Industrials
22.74%
Information Technology
25.12%
Defensive
22.11%
Consumer Staples
4.38%
Health Care
15.27%
Utilities
2.45%
Not Classified
8.89%
Non Classified Equity
0.54%
Not Classified - Non Equity
8.35%
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