Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.95%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of February 28, 2026
Large 84.05%
Mid 14.54%
Small 1.41%
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Region Exposure

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 56.78%
56.78%
Canada 3.54%
United States 53.24%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.73%
United Kingdom 11.94%
18.20%
Belgium 0.90%
Denmark 1.31%
Finland 0.64%
France 4.47%
Germany 0.85%
Ireland 1.64%
Italy 1.64%
Netherlands 2.79%
Norway 0.00%
Spain 2.10%
Sweden 0.00%
Switzerland 1.87%
0.00%
0.58%
Israel 0.58%
Greater Asia 12.18%
Japan 5.33%
1.41%
Australia 1.41%
5.44%
Hong Kong 0.78%
Singapore 2.10%
Taiwan 2.56%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
32.11%
Materials
0.00%
Consumer Discretionary
9.71%
Financials
21.88%
Real Estate
0.52%
Sensitive
45.89%
Communication Services
8.11%
Energy
1.87%
Industrials
9.49%
Information Technology
26.42%
Defensive
22.00%
Consumer Staples
4.31%
Health Care
13.54%
Utilities
4.15%
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