Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.42%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of February 28, 2026
Large 89.96%
Mid 9.52%
Small 0.52%
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Region Exposure

% Developed Markets: 98.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.50%

Americas 84.86%
84.86%
United States 84.86%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.52%
United Kingdom 2.06%
7.46%
Ireland 7.46%
0.00%
0.00%
Greater Asia 4.11%
Japan 0.00%
0.00%
4.11%
Taiwan 4.11%
0.00%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
30.14%
Materials
3.71%
Consumer Discretionary
7.89%
Financials
14.46%
Real Estate
4.08%
Sensitive
47.11%
Communication Services
2.79%
Energy
4.53%
Industrials
10.41%
Information Technology
29.39%
Defensive
22.75%
Consumer Staples
7.82%
Health Care
10.07%
Utilities
4.86%
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