Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.02%
Stock 98.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.07%
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Market Capitalization

As of February 28, 2026
Large 61.10%
Mid 23.55%
Small 15.35%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 94.99%
94.68%
Canada 0.03%
United States 94.65%
0.31%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.94%
United Kingdom 1.17%
2.77%
Finland 0.02%
Ireland 2.06%
Netherlands 0.03%
Switzerland 0.63%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
35.43%
Materials
4.51%
Consumer Discretionary
7.46%
Financials
19.55%
Real Estate
3.91%
Sensitive
40.00%
Communication Services
8.01%
Energy
6.60%
Industrials
13.61%
Information Technology
11.78%
Defensive
23.91%
Consumer Staples
7.47%
Health Care
11.91%
Utilities
4.54%
Not Classified
0.66%
Non Classified Equity
0.13%
Not Classified - Non Equity
0.53%
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