Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.59%
Stock 91.25%
Bond 6.19%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of February 28, 2026
Large 38.20%
Mid 39.14%
Small 22.66%
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Region Exposure

% Developed Markets: 97.71%    % Emerging Markets: 2.24%    % Unidentified Markets: 0.06%

Americas 69.19%
66.66%
Canada 7.01%
United States 59.66%
2.52%
Brazil 1.20%
Mexico 1.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.16%
United Kingdom 7.19%
11.97%
Belgium 2.05%
France 3.11%
Germany 0.87%
Italy 1.37%
Netherlands 0.57%
Spain 3.20%
Sweden 0.77%
0.00%
0.00%
Greater Asia 11.60%
Japan 4.98%
2.33%
Australia 2.33%
4.29%
Hong Kong 2.51%
Singapore 1.78%
0.00%
Unidentified Region 0.06%

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
45.48%
Materials
0.00%
Consumer Discretionary
0.19%
Financials
0.00%
Real Estate
45.28%
Sensitive
25.55%
Communication Services
1.91%
Energy
17.07%
Industrials
6.57%
Information Technology
0.00%
Defensive
26.48%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
26.48%
Not Classified
2.50%
Non Classified Equity
2.50%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 97.81%
Securitized 0.00%
Municipal 0.00%
Other 2.19%
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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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