Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.92%
Stock 97.36%
Bond 1.72%
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: 96.07%    % Emerging Markets: 2.84%    % Unidentified Markets: 1.08%

Americas 68.15%
65.30%
Canada 1.82%
United States 63.48%
2.84%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.47%
United Kingdom 11.85%
13.61%
France 5.18%
Germany 2.27%
Ireland 3.06%
Italy 3.10%
0.00%
0.00%
Greater Asia 5.30%
Japan 0.00%
0.00%
5.30%
Hong Kong 2.96%
Taiwan 2.34%
0.00%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
36.12%
Materials
3.14%
Consumer Discretionary
8.93%
Financials
21.13%
Real Estate
2.92%
Sensitive
46.01%
Communication Services
9.59%
Energy
3.11%
Industrials
10.38%
Information Technology
22.94%
Defensive
17.87%
Consumer Staples
6.01%
Health Care
10.65%
Utilities
1.22%
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