Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.04%
Stock 98.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.40%
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Market Capitalization

As of February 28, 2026
Large 84.83%
Mid 11.09%
Small 4.08%
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Region Exposure

% Developed Markets: 98.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.40%

Americas 84.83%
84.19%
Canada 1.34%
United States 82.85%
0.64%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.19%
United Kingdom 3.43%
4.75%
Belgium 1.31%
France 1.34%
Netherlands 2.11%
0.00%
0.00%
Greater Asia 5.58%
Japan 0.00%
0.00%
5.58%
Taiwan 5.58%
0.00%
Unidentified Region 1.40%

Stock Sector Exposure

Cyclical
5.79%
Materials
0.00%
Consumer Discretionary
4.85%
Financials
0.94%
Real Estate
0.00%
Sensitive
85.76%
Communication Services
5.15%
Energy
0.00%
Industrials
1.34%
Information Technology
79.27%
Defensive
6.96%
Consumer Staples
0.00%
Health Care
4.97%
Utilities
1.99%
Not Classified
1.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.49%
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