Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.34%
Stock 99.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of February 28, 2026
Large 81.62%
Mid 15.67%
Small 2.70%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 91.48%
91.48%
United States 91.48%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.19%
United Kingdom 1.92%
6.28%
Ireland 5.16%
Switzerland 1.12%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
36.34%
Materials
4.21%
Consumer Discretionary
7.00%
Financials
22.73%
Real Estate
2.41%
Sensitive
41.87%
Communication Services
7.46%
Energy
6.70%
Industrials
15.89%
Information Technology
11.81%
Defensive
21.80%
Consumer Staples
4.76%
Health Care
11.96%
Utilities
5.08%
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