Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.16%
Stock 94.16%
Bond 4.80%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of February 28, 2026
Large 56.74%
Mid 23.36%
Small 19.90%
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Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 1.41%    % Unidentified Markets: -0.06%

Americas 78.68%
78.68%
Canada 53.06%
United States 25.62%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.00%
United Kingdom 13.95%
4.05%
France 4.05%
0.00%
0.00%
Greater Asia 3.39%
Japan 1.98%
0.00%
0.00%
1.41%
China 1.41%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
10.72%
Materials
5.57%
Consumer Discretionary
2.20%
Financials
1.61%
Real Estate
1.34%
Sensitive
37.60%
Communication Services
10.67%
Energy
0.00%
Industrials
8.48%
Information Technology
18.45%
Defensive
47.81%
Consumer Staples
31.42%
Health Care
8.65%
Utilities
7.74%
Not Classified
3.87%
Non Classified Equity
3.87%
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