Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.37%
Stock 99.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.62%    % Emerging Markets: 5.42%    % Unidentified Markets: -0.03%

Americas 70.54%
65.74%
Canada 0.37%
United States 65.38%
4.80%
Brazil 0.90%
Mexico 2.14%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.28%
United Kingdom 5.06%
12.32%
Denmark 0.61%
France 2.56%
Ireland 1.11%
Italy 0.40%
Netherlands 2.01%
Portugal 0.59%
Spain 2.29%
Sweden 1.40%
Switzerland 1.35%
0.00%
1.90%
South Africa 1.25%
United Arab Emirates 0.65%
Greater Asia 10.21%
Japan 4.08%
0.75%
Australia 0.75%
4.25%
Singapore 0.71%
Taiwan 3.54%
1.12%
China 0.74%
Indonesia 0.39%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
25.28%
Materials
0.82%
Consumer Discretionary
13.80%
Financials
10.00%
Real Estate
0.65%
Sensitive
52.91%
Communication Services
4.91%
Energy
4.66%
Industrials
15.72%
Information Technology
27.62%
Defensive
21.81%
Consumer Staples
4.88%
Health Care
16.93%
Utilities
0.00%
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