Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.94%
Stock 94.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of February 28, 2026
Large 88.19%
Mid 7.68%
Small 4.13%
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Region Exposure

% Developed Markets: 90.78%    % Emerging Markets: 4.30%    % Unidentified Markets: 4.91%

Americas 39.56%
39.56%
Canada 1.77%
United States 37.79%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.03%
United Kingdom 13.62%
22.41%
France 7.56%
Germany 4.14%
Ireland 3.30%
Netherlands 6.33%
Switzerland 1.07%
0.00%
0.00%
Greater Asia 19.50%
Japan 7.04%
0.00%
8.16%
Hong Kong 1.76%
South Korea 2.60%
Taiwan 3.81%
4.30%
China 2.44%
India 1.86%
Unidentified Region 4.91%

Stock Sector Exposure

Cyclical
28.38%
Materials
6.00%
Consumer Discretionary
8.33%
Financials
14.05%
Real Estate
0.00%
Sensitive
54.06%
Communication Services
6.64%
Energy
2.15%
Industrials
22.12%
Information Technology
23.15%
Defensive
16.93%
Consumer Staples
2.75%
Health Care
11.73%
Utilities
2.46%
Not Classified
0.63%
Non Classified Equity
0.63%
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