Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.20%
Stock 98.50%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 1.13%
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Market Capitalization

As of February 28, 2026
Large 74.99%
Mid 19.44%
Small 5.57%
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Region Exposure

% Developed Markets: 96.91%    % Emerging Markets: 1.76%    % Unidentified Markets: 1.33%

Americas 51.18%
49.56%
United States 49.56%
1.62%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.18%
United Kingdom 10.82%
22.36%
Belgium 1.99%
France 3.22%
Germany 4.62%
Ireland 4.20%
Portugal 2.03%
Spain 1.88%
Switzerland 4.42%
0.00%
0.00%
Greater Asia 14.31%
Japan 4.16%
0.00%
8.39%
Taiwan 8.39%
1.76%
India 1.76%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
28.23%
Materials
3.75%
Consumer Discretionary
5.11%
Financials
19.37%
Real Estate
0.00%
Sensitive
52.67%
Communication Services
1.43%
Energy
0.00%
Industrials
16.21%
Information Technology
35.03%
Defensive
18.72%
Consumer Staples
3.79%
Health Care
14.93%
Utilities
0.00%
Not Classified
0.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.37%
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