Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.10%
Stock 96.48%
Bond 1.59%
Convertible 0.00%
Preferred 1.48%
Other 0.35%
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Market Capitalization

As of February 28, 2026
Large 62.40%
Mid 27.79%
Small 9.81%
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Region Exposure

% Developed Markets: 93.30%    % Emerging Markets: 6.35%    % Unidentified Markets: 0.35%

Americas 60.95%
56.89%
Canada 8.97%
United States 47.92%
4.07%
Brazil 1.75%
Mexico 1.16%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.80%
United Kingdom 3.12%
14.39%
Finland 0.45%
France 1.22%
Germany 0.87%
Ireland 2.58%
Italy 0.86%
Netherlands 3.17%
Norway 0.45%
Spain 0.74%
Switzerland 4.05%
0.00%
0.30%
Israel 0.30%
Greater Asia 20.89%
Japan 7.32%
0.49%
9.64%
Hong Kong 1.94%
Singapore 3.88%
South Korea 3.09%
Taiwan 0.74%
3.44%
Philippines 2.84%
Thailand 0.60%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
26.23%
Materials
4.46%
Consumer Discretionary
6.11%
Financials
12.09%
Real Estate
3.58%
Sensitive
38.11%
Communication Services
9.35%
Energy
1.53%
Industrials
6.90%
Information Technology
20.33%
Defensive
35.66%
Consumer Staples
12.05%
Health Care
16.29%
Utilities
7.32%
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