Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.44%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.46%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 59.90%
Mid 33.44%
Small 6.67%
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Region Exposure

% Developed Markets: 99.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.34%

Americas 57.18%
56.89%
Canada 3.94%
United States 52.95%
0.29%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.70%
United Kingdom 5.86%
19.62%
Austria 0.22%
Belgium 0.20%
Denmark 0.47%
France 4.64%
Germany 1.96%
Ireland 0.21%
Italy 1.89%
Netherlands 1.33%
Norway 0.22%
Spain 3.07%
Sweden 1.21%
Switzerland 4.18%
0.00%
0.22%
Israel 0.22%
Greater Asia 16.78%
Japan 13.19%
2.95%
Australia 2.85%
0.64%
Hong Kong 0.28%
Singapore 0.36%
0.00%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
17.67%
Materials
1.72%
Consumer Discretionary
7.06%
Financials
8.90%
Real Estate
0.00%
Sensitive
35.56%
Communication Services
11.21%
Energy
4.04%
Industrials
14.32%
Information Technology
5.99%
Defensive
46.76%
Consumer Staples
15.32%
Health Care
20.96%
Utilities
10.49%
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