Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.81%
Stock 93.12%
Bond 0.00%
Convertible 0.70%
Preferred 3.33%
Other 2.03%
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Market Capitalization

As of February 28, 2026
Large 72.51%
Mid 15.31%
Small 12.18%
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Region Exposure

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

Americas 96.05%
96.05%
Canada 1.04%
United States 95.01%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.11%
United Kingdom 0.28%
1.83%
Ireland 1.83%
0.00%
0.00%
Greater Asia 0.77%
Japan 0.00%
0.00%
0.77%
Singapore 0.77%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
35.30%
Materials
3.01%
Consumer Discretionary
9.07%
Financials
19.50%
Real Estate
3.73%
Sensitive
35.74%
Communication Services
4.41%
Energy
9.23%
Industrials
9.87%
Information Technology
12.22%
Defensive
28.12%
Consumer Staples
10.39%
Health Care
13.39%
Utilities
4.34%
Not Classified
0.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.83%
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