Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.23%
Stock 97.85%
Bond -0.26%
Convertible 0.00%
Preferred 2.20%
Other -0.02%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 80.93%
Mid 10.46%
Small 8.61%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.86%    % Emerging Markets: 0.18%    % Unidentified Markets: 2.96%

Americas 86.31%
85.99%
Canada 4.25%
United States 81.74%
0.32%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.30%
United Kingdom 0.23%
4.16%
Denmark 0.21%
France 0.77%
Germany 0.21%
Ireland -0.28%
Netherlands 3.29%
Switzerland -0.14%
0.00%
-0.08%
Israel -0.08%
Greater Asia 6.42%
Japan 0.00%
-0.00%
Australia -0.00%
6.71%
Hong Kong 0.45%
Singapore 1.39%
South Korea 0.80%
Taiwan 4.07%
-0.29%
India -0.29%
Unidentified Region 2.96%

Stock Sector Exposure

Cyclical
16.77%
Materials
1.37%
Consumer Discretionary
14.85%
Financials
0.11%
Real Estate
0.44%
Sensitive
71.25%
Communication Services
12.67%
Energy
0.75%
Industrials
7.97%
Information Technology
49.86%
Defensive
9.01%
Consumer Staples
-0.19%
Health Care
6.51%
Utilities
2.70%
Not Classified
2.97%
Non Classified Equity
2.99%
Not Classified - Non Equity
-0.02%
As of February 28, 2026
View Region Exposure
Start Trial

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