Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.21%
Stock 99.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of February 28, 2026
Large 92.43%
Mid 5.77%
Small 1.80%
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Region Exposure

% Developed Markets: 95.94%    % Emerging Markets: 3.98%    % Unidentified Markets: 0.08%

Americas 44.35%
44.35%
United States 44.35%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.51%
United Kingdom 12.66%
25.84%
France 9.64%
Germany 5.26%
Ireland 4.45%
Netherlands 5.47%
Switzerland 1.02%
0.00%
0.00%
Greater Asia 17.06%
Japan 1.12%
0.00%
11.96%
Hong Kong 1.21%
Singapore 1.31%
South Korea 2.62%
Taiwan 6.82%
3.98%
China 2.37%
India 1.61%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
24.38%
Materials
5.53%
Consumer Discretionary
8.45%
Financials
10.40%
Real Estate
0.00%
Sensitive
59.41%
Communication Services
10.27%
Energy
0.00%
Industrials
19.82%
Information Technology
29.32%
Defensive
16.21%
Consumer Staples
2.53%
Health Care
10.64%
Utilities
3.04%
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