Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.18%
Stock 94.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.91%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.91%

Americas 85.14%
85.14%
Canada 7.25%
United States 77.89%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.95%
United Kingdom 2.93%
10.02%
France 1.61%
Ireland 4.16%
Netherlands 4.24%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
49.92%
Materials
9.06%
Consumer Discretionary
8.64%
Financials
28.86%
Real Estate
3.36%
Sensitive
28.72%
Communication Services
7.07%
Energy
2.51%
Industrials
19.15%
Information Technology
0.00%
Defensive
21.36%
Consumer Staples
10.77%
Health Care
10.59%
Utilities
0.00%
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