Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.66%
Stock 94.44%
Bond 3.17%
Convertible 0.00%
Preferred 0.00%
Other -0.27%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 2.69%
Mid 19.33%
Small 77.98%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.39%

Americas 91.89%
88.62%
Canada 1.42%
United States 87.20%
3.27%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.97%
United Kingdom 2.08%
1.90%
Belgium 0.67%
Ireland 1.23%
0.00%
0.00%
Greater Asia 1.74%
Japan 0.00%
0.00%
1.74%
Hong Kong 1.74%
0.00%
Unidentified Region 2.39%

Stock Sector Exposure

Cyclical
23.77%
Materials
2.82%
Consumer Discretionary
9.84%
Financials
8.49%
Real Estate
2.61%
Sensitive
56.09%
Communication Services
0.00%
Energy
4.47%
Industrials
30.32%
Information Technology
21.30%
Defensive
14.42%
Consumer Staples
3.55%
Health Care
10.50%
Utilities
0.37%
Not Classified
5.73%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.73%
As of February 28, 2026
View Region Exposure
Start Trial

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