Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.53%
Stock 98.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 78.75%
Mid 20.73%
Small 0.52%
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Region Exposure

% Developed Markets: 94.91%    % Emerging Markets: 5.09%    % Unidentified Markets: 0.00%

Americas 56.00%
54.33%
Canada 1.47%
United States 52.86%
1.68%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.16%
United Kingdom 6.85%
22.31%
France 6.34%
Ireland 1.78%
Italy 2.67%
Netherlands 8.40%
Switzerland 3.12%
0.00%
0.00%
Greater Asia 14.84%
Japan 4.45%
0.00%
6.97%
Hong Kong 1.07%
South Korea 1.81%
Taiwan 4.09%
3.42%
China 3.42%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
20.14%
Materials
4.37%
Consumer Discretionary
8.93%
Financials
6.84%
Real Estate
0.00%
Sensitive
58.56%
Communication Services
11.25%
Energy
0.00%
Industrials
7.77%
Information Technology
39.53%
Defensive
21.31%
Consumer Staples
3.83%
Health Care
17.48%
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