Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 99.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of February 28, 2026
Large 54.59%
Mid 29.80%
Small 15.61%
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Region Exposure

% Developed Markets: 94.51%    % Emerging Markets: 5.42%    % Unidentified Markets: 0.07%

Americas 70.42%
65.61%
Canada 0.17%
United States 65.44%
4.80%
Brazil 0.90%
Mexico 2.15%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.30%
United Kingdom 5.07%
12.33%
Denmark 0.61%
France 2.56%
Ireland 1.11%
Italy 0.40%
Netherlands 2.02%
Portugal 0.59%
Spain 2.29%
Sweden 1.41%
Switzerland 1.35%
0.00%
1.90%
South Africa 1.25%
United Arab Emirates 0.65%
Greater Asia 10.22%
Japan 4.08%
0.75%
Australia 0.75%
4.26%
Singapore 0.71%
Taiwan 3.55%
1.13%
China 0.74%
Indonesia 0.39%
Unidentified Region 0.07%

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