Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.41%
Stock 87.60%
Bond 0.00%
Convertible 0.00%
Preferred 3.66%
Other 5.33%
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Market Capitalization

As of February 28, 2026
Large 81.81%
Mid 15.51%
Small 2.68%
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Region Exposure

% Developed Markets: 96.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.75%

Americas 46.84%
46.84%
United States 46.84%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.58%
United Kingdom 6.89%
25.69%
Belgium 1.33%
Finland 1.56%
France 2.72%
Germany 5.95%
Ireland 3.08%
Italy 1.53%
Netherlands 5.38%
Norway 1.41%
Switzerland 2.74%
0.00%
0.00%
Greater Asia 16.82%
Japan 7.04%
1.90%
Australia 1.90%
7.89%
Hong Kong 4.21%
Singapore 1.52%
South Korea 2.16%
0.00%
Unidentified Region 3.75%

Stock Sector Exposure

Cyclical
32.73%
Materials
5.26%
Consumer Discretionary
3.48%
Financials
22.75%
Real Estate
1.25%
Sensitive
40.21%
Communication Services
13.37%
Energy
6.20%
Industrials
13.45%
Information Technology
7.19%
Defensive
27.01%
Consumer Staples
5.92%
Health Care
13.22%
Utilities
7.87%
Not Classified
0.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.04%
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