Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.55%
Stock 98.93%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of February 28, 2026
Large 81.20%
Mid 15.08%
Small 3.72%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.56%

Americas 96.88%
96.80%
Canada 0.03%
United States 96.76%
0.09%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.41%
United Kingdom 0.50%
1.91%
Ireland 1.47%
Netherlands 0.10%
Switzerland 0.34%
0.00%
0.00%
Greater Asia 0.15%
Japan 0.00%
0.00%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
26.50%
Materials
2.12%
Consumer Discretionary
10.04%
Financials
12.40%
Real Estate
1.93%
Sensitive
55.13%
Communication Services
10.43%
Energy
3.45%
Industrials
8.94%
Information Technology
32.31%
Defensive
17.43%
Consumer Staples
5.20%
Health Care
9.76%
Utilities
2.47%
Not Classified
0.95%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.91%
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