Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.24%
Stock 95.53%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of February 28, 2026
Large 9.62%
Mid 21.55%
Small 68.82%
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Region Exposure

% Developed Markets: 95.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.27%

Americas 86.32%
86.32%
Canada 2.74%
United States 83.58%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.40%
United Kingdom 5.38%
4.02%
Belgium 1.06%
Netherlands 2.96%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.27%

Stock Sector Exposure

Cyclical
41.27%
Materials
3.86%
Consumer Discretionary
11.39%
Financials
22.60%
Real Estate
3.41%
Sensitive
33.19%
Communication Services
9.09%
Energy
1.29%
Industrials
21.32%
Information Technology
1.49%
Defensive
25.17%
Consumer Staples
15.79%
Health Care
9.38%
Utilities
0.00%
Not Classified
0.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.37%
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