Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.07%
Stock 99.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of February 28, 2026
Large 28.27%
Mid 32.86%
Small 38.88%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.67%    % Unidentified Markets: 0.55%

Americas 64.96%
64.51%
Canada 2.02%
United States 62.49%
0.45%
Mexico 0.45%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.63%
United Kingdom 3.60%
9.03%
Belgium 1.60%
France 2.07%
Germany 1.87%
Ireland 0.27%
Spain 1.38%
Sweden 1.34%
Switzerland 0.51%
0.00%
0.00%
Greater Asia 21.86%
Japan 9.29%
6.14%
Australia 6.14%
6.43%
Hong Kong 3.57%
Singapore 2.85%
0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
92.95%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
92.95%
Sensitive
1.02%
Communication Services
0.49%
Energy
0.00%
Industrials
0.00%
Information Technology
0.53%
Defensive
0.80%
Consumer Staples
0.00%
Health Care
0.80%
Utilities
0.00%
Not Classified
5.23%
Non Classified Equity
4.81%
Not Classified - Non Equity
0.42%
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