Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.10%
Stock 99.78%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of February 28, 2026
Large 0.66%
Mid 4.08%
Small 95.26%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.10%

Americas 97.59%
95.01%
Canada 0.08%
United States 94.94%
2.58%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.18%
United Kingdom 1.21%
0.98%
Ireland 0.42%
Sweden 0.23%
Switzerland 0.17%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.00%
0.13%
Singapore 0.12%
South Korea 0.00%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
40.43%
Materials
5.51%
Consumer Discretionary
13.83%
Financials
20.42%
Real Estate
0.66%
Sensitive
41.53%
Communication Services
1.63%
Energy
4.38%
Industrials
23.32%
Information Technology
12.21%
Defensive
17.55%
Consumer Staples
4.95%
Health Care
9.47%
Utilities
3.13%
Not Classified
0.49%
Non Classified Equity
0.28%
Not Classified - Non Equity
0.21%
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