Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.15%
Stock 96.81%
Bond 0.46%
Convertible 0.00%
Preferred 0.92%
Other 0.66%
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Market Capitalization

As of February 28, 2026
Large 61.81%
Mid 23.25%
Small 14.93%
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Region Exposure

% Developed Markets: 99.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.00%

Americas 58.89%
58.89%
Canada 1.96%
United States 56.94%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.99%
United Kingdom 4.41%
20.05%
Austria 0.14%
Belgium 0.08%
Denmark 0.25%
Finland 0.16%
France 2.18%
Germany 1.27%
Ireland 1.13%
Italy 1.51%
Netherlands 2.61%
Norway 1.77%
Portugal 0.03%
Spain 2.37%
Sweden 1.27%
Switzerland 5.29%
0.00%
1.53%
Israel 1.53%
Greater Asia 14.12%
Japan 10.15%
0.00%
3.97%
Hong Kong 3.00%
Singapore 0.98%
0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
12.11%
Materials
1.43%
Consumer Discretionary
4.74%
Financials
5.93%
Real Estate
0.01%
Sensitive
44.15%
Communication Services
12.86%
Energy
3.10%
Industrials
7.84%
Information Technology
20.35%
Defensive
42.95%
Consumer Staples
17.30%
Health Care
20.17%
Utilities
5.49%
Not Classified
0.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.79%
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