Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.91%
Stock 97.88%
Bond 0.76%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
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Market Capitalization

As of February 28, 2026
Large 56.55%
Mid 35.44%
Small 8.01%
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Region Exposure

% Developed Markets: 98.64%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.36%

Americas 52.01%
49.96%
United States 49.96%
2.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.82%
United Kingdom 9.37%
27.45%
France 10.81%
Germany 7.02%
Ireland 5.25%
Switzerland 4.37%
0.00%
0.00%
Greater Asia 9.81%
Japan 2.92%
0.00%
6.89%
Taiwan 6.89%
0.00%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
17.69%
Materials
10.63%
Consumer Discretionary
5.01%
Financials
2.05%
Real Estate
0.00%
Sensitive
66.96%
Communication Services
0.00%
Energy
0.00%
Industrials
32.76%
Information Technology
34.19%
Defensive
13.68%
Consumer Staples
2.71%
Health Care
7.45%
Utilities
3.52%
Not Classified
1.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.67%
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