Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.51%
Stock 94.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 1.49%
Mid 17.58%
Small 80.93%
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Region Exposure

% Developed Markets: 96.87%    % Emerging Markets: 3.13%    % Unidentified Markets: 0.00%

Americas 57.27%
57.27%
Canada 10.58%
United States 46.70%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.37%
United Kingdom 10.11%
11.98%
France 4.39%
Germany 1.44%
Italy 2.37%
Netherlands 0.98%
Sweden 0.69%
Switzerland 2.12%
1.27%
Poland 0.57%
0.00%
Greater Asia 19.36%
Japan 12.16%
2.27%
Australia 2.27%
3.07%
Singapore 1.75%
South Korea 1.32%
1.86%
India 1.86%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
26.63%
Materials
7.09%
Consumer Discretionary
6.51%
Financials
8.40%
Real Estate
4.63%
Sensitive
66.66%
Communication Services
3.81%
Energy
2.20%
Industrials
41.74%
Information Technology
18.92%
Defensive
6.70%
Consumer Staples
2.50%
Health Care
4.21%
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