Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.88%
Stock 98.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 82.45%
Mid 12.67%
Small 4.88%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 1.46%    % Unidentified Markets: 0.06%

Americas 62.33%
61.97%
Canada 0.01%
United States 61.96%
0.36%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.43%
United Kingdom 5.71%
13.72%
France 2.06%
Germany 1.30%
Ireland 2.46%
Italy 2.66%
Netherlands 2.16%
Norway 0.64%
Spain 0.85%
Switzerland 1.59%
0.00%
0.00%
Greater Asia 18.18%
Japan 4.62%
1.17%
Australia 1.17%
11.29%
Hong Kong 2.41%
Singapore 1.07%
South Korea 5.18%
Taiwan 2.63%
1.10%
China 1.10%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
32.06%
Materials
2.77%
Consumer Discretionary
8.11%
Financials
18.19%
Real Estate
2.99%
Sensitive
51.47%
Communication Services
10.31%
Energy
1.17%
Industrials
12.09%
Information Technology
27.90%
Defensive
16.47%
Consumer Staples
4.00%
Health Care
9.76%
Utilities
2.71%
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