Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.08%
Stock 98.80%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 86.59%
Mid 9.03%
Small 4.38%
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Region Exposure

% Developed Markets: 98.19%    % Emerging Markets: 1.69%    % Unidentified Markets: 0.12%

Americas 67.60%
65.91%
Canada 0.11%
United States 65.80%
1.69%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.75%
United Kingdom 12.90%
11.85%
France 4.86%
Germany 2.40%
Ireland 1.91%
Italy 2.68%
0.00%
0.00%
Greater Asia 7.53%
Japan 2.77%
0.00%
4.76%
Hong Kong 2.31%
Taiwan 2.45%
0.00%
Unidentified Region 0.12%

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