Asset Allocation

As of February 28, 2026.
Type % Net
Cash 8.87%
Stock 89.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.06%
Other 1.70%
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Market Capitalization

As of February 28, 2026
Large 66.13%
Mid 19.44%
Small 14.43%
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Region Exposure

% Developed Markets: 98.75%    % Emerging Markets: 0.51%    % Unidentified Markets: 0.74%

Americas 89.17%
87.96%
Canada 59.93%
United States 28.03%
1.21%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.65%
United Kingdom 1.20%
5.20%
Austria 0.20%
Belgium 0.40%
Denmark 0.08%
France 1.20%
Germany 0.64%
Ireland 0.59%
Italy 0.25%
Netherlands 0.48%
Norway 0.10%
Spain 0.14%
Sweden 0.16%
Switzerland 0.55%
0.00%
0.24%
Israel 0.24%
Greater Asia 3.45%
Japan 2.18%
0.17%
Australia 0.17%
0.77%
Hong Kong 0.09%
Singapore 0.59%
South Korea 0.05%
Taiwan 0.03%
0.33%
China 0.33%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
44.45%
Materials
14.85%
Consumer Discretionary
6.64%
Financials
20.57%
Real Estate
2.39%
Sensitive
42.53%
Communication Services
4.07%
Energy
8.35%
Industrials
14.99%
Information Technology
15.13%
Defensive
11.46%
Consumer Staples
3.82%
Health Care
5.00%
Utilities
2.64%
Not Classified
1.56%
Non Classified Equity
1.56%
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