Asset Allocation

As of February 28, 2026.
Type % Net
Cash 9.96%
Stock 83.79%
Bond 2.05%
Convertible 0.00%
Preferred 0.11%
Other 4.09%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 81.86%    % Emerging Markets: 4.37%    % Unidentified Markets: 13.77%

Americas 65.75%
64.46%
Canada 11.80%
United States 52.66%
1.29%
Brazil 0.81%
Mexico 0.16%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.01%
United Kingdom 2.26%
6.01%
Belgium 0.37%
France 0.73%
Germany 1.03%
Greece 0.11%
Ireland 1.02%
Italy 0.11%
Netherlands 0.47%
Spain 0.39%
Sweden 0.21%
Switzerland 1.57%
0.22%
Czech Republic 0.22%
0.53%
Israel -0.01%
Saudi Arabia 0.19%
South Africa 0.21%
United Arab Emirates 0.14%
Greater Asia 11.47%
Japan 2.61%
0.10%
Australia 0.10%
5.99%
Hong Kong 1.10%
Singapore -0.01%
South Korea 2.41%
Taiwan 2.48%
2.78%
China 1.93%
India 0.71%
Indonesia 0.07%
Philippines 0.07%
Unidentified Region 13.77%

Stock Sector Exposure

Cyclical
33.08%
Materials
4.60%
Consumer Discretionary
8.11%
Financials
18.76%
Real Estate
1.60%
Sensitive
47.72%
Communication Services
7.56%
Energy
7.12%
Industrials
13.77%
Information Technology
19.27%
Defensive
13.79%
Consumer Staples
4.78%
Health Care
7.61%
Utilities
1.41%
Not Classified
5.41%
Non Classified Equity
0.11%
Not Classified - Non Equity
5.30%
As of February 28, 2026
View Region Exposure
Start Trial

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