Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.25%
Stock 97.53%
Bond 1.22%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 91.06%
Mid 6.96%
Small 1.98%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 95.21%
95.21%
Canada 79.34%
United States 15.86%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.29%
United Kingdom 0.00%
3.29%
France 1.88%
Ireland 1.40%
0.00%
0.00%
Greater Asia 1.52%
Japan 0.00%
0.00%
1.52%
Taiwan 1.52%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
48.24%
Materials
13.44%
Consumer Discretionary
4.83%
Financials
29.97%
Real Estate
0.00%
Sensitive
34.74%
Communication Services
3.08%
Energy
16.11%
Industrials
10.35%
Information Technology
5.21%
Defensive
11.98%
Consumer Staples
5.55%
Health Care
3.32%
Utilities
3.11%
Not Classified
5.05%
Non Classified Equity
5.05%
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