Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.07%
Stock 96.28%
Bond 3.66%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of February 28, 2026
Large 89.02%
Mid 8.26%
Small 2.71%
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Region Exposure

% Developed Markets: 99.58%    % Emerging Markets: 0.42%    % Unidentified Markets: -0.00%

Americas 88.92%
88.26%
Canada 5.72%
United States 82.54%
0.66%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.73%
United Kingdom 0.00%
6.73%
Germany 1.86%
Ireland 1.04%
Netherlands 3.38%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 4.35%
Japan 3.40%
0.17%
Australia 0.17%
0.64%
Singapore 0.01%
Taiwan 0.63%
0.15%
China 0.15%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
2.43%
Materials
0.00%
Consumer Discretionary
0.76%
Financials
1.22%
Real Estate
0.45%
Sensitive
97.56%
Communication Services
23.44%
Energy
0.00%
Industrials
2.08%
Information Technology
72.04%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
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