Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.04%
Stock 95.05%
Bond 1.68%
Convertible 0.00%
Preferred 2.14%
Other 1.18%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 75.87%
Mid 17.38%
Small 6.75%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.26%    % Unidentified Markets: 0.21%

Americas 42.62%
42.62%
Canada 3.13%
United States 39.49%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.81%
United Kingdom 12.46%
34.35%
France 8.73%
Germany 3.07%
Ireland 6.41%
Italy 1.91%
Netherlands 4.65%
Spain 0.61%
Switzerland 8.97%
0.00%
0.00%
Greater Asia 10.37%
Japan 7.87%
0.00%
2.24%
Hong Kong 1.02%
South Korea 1.22%
0.26%
China 0.26%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
32.57%
Materials
4.88%
Consumer Discretionary
3.36%
Financials
24.33%
Real Estate
0.00%
Sensitive
34.33%
Communication Services
4.78%
Energy
6.46%
Industrials
13.23%
Information Technology
9.85%
Defensive
32.10%
Consumer Staples
11.24%
Health Care
16.00%
Utilities
4.85%
Not Classified
1.00%
Non Classified Equity
1.00%
Not Classified - Non Equity
0.00%
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