Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.07%
Stock 97.81%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.02%    % Emerging Markets: 1.67%    % Unidentified Markets: 1.31%

Americas 66.73%
65.06%
Canada -0.07%
United States 65.14%
1.67%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.50%
United Kingdom 12.77%
11.73%
France 4.81%
Germany 2.37%
Ireland 1.89%
Italy 2.65%
0.00%
0.00%
Greater Asia 7.45%
Japan 2.74%
0.00%
4.71%
Hong Kong 2.29%
Taiwan 2.42%
0.00%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
32.66%
Materials
4.87%
Consumer Discretionary
9.02%
Financials
15.87%
Real Estate
2.90%
Sensitive
48.62%
Communication Services
9.21%
Energy
3.64%
Industrials
11.58%
Information Technology
24.19%
Defensive
18.72%
Consumer Staples
4.62%
Health Care
11.75%
Utilities
2.35%
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