Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.47%
Stock 94.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 87.55%
Mid 8.25%
Small 4.20%
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Region Exposure

% Developed Markets: 92.40%    % Emerging Markets: 4.22%    % Unidentified Markets: 3.38%

Americas 40.90%
40.90%
Canada 3.28%
United States 37.62%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.19%
United Kingdom 13.69%
22.50%
France 7.64%
Germany 4.14%
Ireland 3.33%
Netherlands 6.34%
Switzerland 1.06%
0.00%
0.00%
Greater Asia 19.53%
Japan 7.08%
0.00%
8.22%
Hong Kong 1.77%
South Korea 2.59%
Taiwan 3.87%
4.22%
China 2.36%
India 1.86%
Unidentified Region 3.38%

Stock Sector Exposure

Cyclical
28.36%
Materials
6.00%
Consumer Discretionary
8.31%
Financials
14.04%
Real Estate
0.00%
Sensitive
54.09%
Communication Services
6.52%
Energy
2.17%
Industrials
22.18%
Information Technology
23.22%
Defensive
16.92%
Consumer Staples
2.73%
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