Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.22%
Stock 94.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 89.98%
Mid 8.18%
Small 1.84%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.45%    % Unidentified Markets: 0.00%

Americas 54.45%
54.01%
Canada 7.10%
United States 46.90%
0.45%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.13%
United Kingdom 7.47%
24.66%
Denmark 1.82%
France 8.99%
Germany 4.26%
Ireland 1.66%
Italy 0.92%
Netherlands 3.70%
Spain 1.12%
Sweden 0.94%
Switzerland 1.26%
0.00%
0.00%
Greater Asia 13.42%
Japan 6.04%
0.00%
7.38%
Hong Kong 1.54%
Singapore 1.09%
South Korea 1.15%
Taiwan 3.60%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
22.41%
Materials
1.37%
Consumer Discretionary
6.13%
Financials
14.92%
Real Estate
0.00%
Sensitive
58.48%
Communication Services
6.85%
Energy
3.17%
Industrials
20.81%
Information Technology
27.65%
Defensive
19.11%
Consumer Staples
4.56%
Health Care
9.62%
Utilities
4.93%
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