Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 95.31%
Bond 3.11%
Convertible 0.00%
Preferred 0.00%
Other 1.58%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 70.40%
Mid 22.31%
Small 7.29%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
98.42%
Canada 95.95%
United States 2.47%
1.58%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
53.77%
Materials
15.81%
Consumer Discretionary
2.59%
Financials
30.17%
Real Estate
5.20%
Sensitive
27.81%
Communication Services
0.00%
Energy
16.15%
Industrials
8.89%
Information Technology
2.78%
Defensive
12.89%
Consumer Staples
4.13%
Health Care
1.73%
Utilities
7.02%
Not Classified
5.53%
Non Classified Equity
5.53%
Not Classified - Non Equity
0.00%
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