Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.16%
Stock 98.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other -0.95%
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Market Capitalization

As of February 28, 2026
Large 2.36%
Mid 28.04%
Small 69.60%
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Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 61.62%
60.75%
Canada 4.94%
United States 55.81%
0.88%
Colombia 0.00%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.69%
United Kingdom 6.09%
14.05%
Austria 0.94%
Belgium 0.01%
Denmark 1.96%
Finland 0.01%
France 4.28%
Germany 1.00%
Ireland 0.44%
Italy 2.22%
Netherlands 1.03%
Norway 0.01%
Portugal 0.00%
Spain 1.00%
Sweden 0.04%
Switzerland 0.07%
0.00%
Czech Republic 0.00%
0.55%
Israel 0.55%
United Arab Emirates 0.00%
Greater Asia 17.20%
Japan 13.68%
3.46%
Australia 3.46%
0.05%
Hong Kong 0.01%
Singapore 0.04%
0.00%
China 0.00%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
42.86%
Materials
10.60%
Consumer Discretionary
9.96%
Financials
15.04%
Real Estate
7.26%
Sensitive
40.62%
Communication Services
3.44%
Energy
3.49%
Industrials
21.65%
Information Technology
12.04%
Defensive
16.41%
Consumer Staples
3.30%
Health Care
10.82%
Utilities
2.29%
Not Classified
0.11%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.10%
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