Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.77%
Stock 93.81%
Bond 5.42%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 78.62%
Mid 13.99%
Small 7.40%
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Region Exposure

% Developed Markets: 99.86%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.14%

Americas 89.58%
89.58%
Canada 55.99%
United States 33.59%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.27%
United Kingdom 5.03%
5.25%
Ireland 2.58%
Sweden 2.67%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.14%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
43.31%
Materials
2.03%
Consumer Discretionary
6.80%
Financials
34.48%
Real Estate
0.00%
Sensitive
43.12%
Communication Services
4.96%
Energy
4.80%
Industrials
24.91%
Information Technology
8.45%
Defensive
7.47%
Consumer Staples
5.05%
Health Care
2.42%
Utilities
0.00%
Not Classified
6.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.10%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 33.25%
Corporate 39.98%
Securitized 0.00%
Municipal 24.12%
Other 2.66%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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