Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.44%
Stock 98.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 57.84%
Mid 35.45%
Small 6.70%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.07%

Americas 52.25%
50.17%
Canada 1.05%
United States 49.12%
2.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.53%
United Kingdom 9.59%
27.94%
France 11.04%
Germany 7.12%
Ireland 5.35%
Switzerland 4.42%
0.00%
0.00%
Greater Asia 10.15%
Japan 2.97%
0.00%
7.18%
Taiwan 7.18%
0.00%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
18.31%
Materials
11.07%
Consumer Discretionary
5.13%
Financials
2.11%
Real Estate
0.00%
Sensitive
67.69%
Communication Services
0.00%
Energy
0.00%
Industrials
33.46%
Information Technology
34.23%
Defensive
14.00%
Consumer Staples
2.82%
Health Care
7.55%
Utilities
3.64%
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