Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.70%
Stock 95.08%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.22%
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Market Capitalization

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

% Developed Markets: 96.19%    % Emerging Markets: 3.46%    % Unidentified Markets: 0.36%

Americas 64.55%
61.10%
Canada 14.88%
United States 46.22%
3.46%
Argentina 0.75%
Brazil 1.79%
Mexico 0.92%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.58%
United Kingdom 9.30%
18.28%
Finland 0.71%
France 4.64%
Germany 2.99%
Ireland 0.87%
Italy 1.92%
Netherlands 4.65%
Portugal 0.81%
Spain 1.68%
Sweden 0.00%
0.00%
0.00%
Greater Asia 7.51%
Japan 2.18%
3.94%
Australia 2.74%
1.39%
Hong Kong 0.01%
Singapore 1.38%
0.00%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
47.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
47.00%
Sensitive
26.78%
Communication Services
0.00%
Energy
10.35%
Industrials
16.43%
Information Technology
0.00%
Defensive
25.17%
Consumer Staples
0.00%
Health Care
1.84%
Utilities
23.32%
Not Classified
1.05%
Non Classified Equity
1.05%
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