Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.72%
Stock 99.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.34%    % Unidentified Markets: 0.02%

Americas 96.75%
96.37%
Canada 1.08%
United States 95.29%
0.38%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.83%
United Kingdom 1.08%
1.74%
Ireland 0.80%
Netherlands 0.80%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.41%
Japan 0.00%
0.06%
Australia 0.06%
0.35%
Singapore 0.35%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
19.45%
Materials
1.59%
Consumer Discretionary
11.80%
Financials
5.26%
Real Estate
0.80%
Sensitive
65.65%
Communication Services
13.58%
Energy
1.67%
Industrials
5.54%
Information Technology
44.86%
Defensive
14.82%
Consumer Staples
6.25%
Health Care
6.90%
Utilities
1.67%
Not Classified
0.09%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

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