Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.25%
Stock 94.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of February 28, 2026
Large 91.40%
Mid 7.81%
Small 0.79%
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Region Exposure

% Developed Markets: 95.50%    % Emerging Markets: 0.11%    % Unidentified Markets: 4.39%

Americas 70.86%
70.86%
Canada 8.76%
United States 62.10%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.25%
United Kingdom 7.66%
13.60%
Austria 1.15%
France 7.09%
Ireland 2.24%
Netherlands 1.56%
Sweden 1.56%
0.00%
0.00%
Greater Asia 3.49%
Japan 3.11%
0.25%
Australia 0.25%
0.07%
Hong Kong 0.07%
0.07%
Kazakhstan 0.07%
Unidentified Region 4.39%

Stock Sector Exposure

Cyclical
30.04%
Materials
3.01%
Consumer Discretionary
12.48%
Financials
14.55%
Real Estate
0.00%
Sensitive
51.83%
Communication Services
9.24%
Energy
3.60%
Industrials
17.52%
Information Technology
21.46%
Defensive
18.13%
Consumer Staples
6.09%
Health Care
12.04%
Utilities
0.00%
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