Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.80%
Stock 97.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 50.30%
Mid 34.61%
Small 15.09%
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Region Exposure

% Developed Markets: 85.60%    % Emerging Markets: 14.39%    % Unidentified Markets: 0.02%

Americas 59.17%
51.00%
Canada 4.53%
United States 46.47%
8.17%
Argentina 0.86%
Brazil 3.86%
Mexico 3.45%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.76%
United Kingdom 7.29%
24.47%
France 9.49%
Germany 2.80%
Italy 2.37%
Netherlands 2.67%
Spain 6.18%
0.00%
0.00%
Greater Asia 9.05%
Japan 1.69%
1.16%
Australia 1.16%
0.00%
6.21%
China 0.94%
Indonesia 0.66%
Philippines 3.74%
Thailand 0.88%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
5.11%
Materials
0.88%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.23%
Sensitive
58.99%
Communication Services
8.29%
Energy
13.48%
Industrials
36.25%
Information Technology
0.96%
Defensive
35.89%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
35.89%
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