Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.15%
Stock 97.68%
Bond 1.21%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of February 28, 2026
Large 17.59%
Mid 42.96%
Small 39.45%
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Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.86%

Americas 92.60%
89.51%
Canada 0.95%
United States 88.56%
3.09%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.45%
United Kingdom 2.93%
3.51%
Ireland 1.43%
Netherlands 1.09%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Taiwan 0.10%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
23.77%
Materials
1.45%
Consumer Discretionary
15.67%
Financials
5.12%
Real Estate
1.55%
Sensitive
54.91%
Communication Services
2.60%
Energy
2.55%
Industrials
27.26%
Information Technology
22.49%
Defensive
19.03%
Consumer Staples
2.80%
Health Care
14.50%
Utilities
1.72%
Not Classified
2.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.29%
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