Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.52%
Stock 97.43%
Bond 0.15%
Convertible 0.00%
Preferred 3.20%
Other -1.29%
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Market Capitalization

As of February 28, 2026
Large 79.05%
Mid 13.43%
Small 7.52%
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Region Exposure

% Developed Markets: 95.29%    % Emerging Markets: 0.63%    % Unidentified Markets: 4.07%

Americas 72.88%
72.33%
Canada 13.71%
United States 58.62%
0.55%
Brazil 0.55%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.78%
United Kingdom 1.34%
4.84%
Austria 0.05%
Finland 1.34%
France 0.35%
Germany 0.31%
Greece 0.50%
Italy 0.31%
Netherlands 0.38%
Norway 0.00%
Sweden 0.00%
Switzerland 1.59%
0.06%
Poland 0.06%
1.55%
Israel 1.55%
Greater Asia 15.27%
Japan 0.89%
0.00%
Australia 0.00%
14.34%
Hong Kong 0.79%
Singapore 1.78%
South Korea 2.85%
Taiwan 8.91%
0.03%
China 0.03%
Unidentified Region 4.07%

Stock Sector Exposure

Cyclical
22.82%
Materials
7.00%
Consumer Discretionary
13.12%
Financials
2.60%
Real Estate
0.10%
Sensitive
62.58%
Communication Services
15.78%
Energy
2.33%
Industrials
3.33%
Information Technology
41.14%
Defensive
7.97%
Consumer Staples
1.48%
Health Care
6.48%
Utilities
0.00%
Not Classified
6.63%
Non Classified Equity
6.07%
Not Classified - Non Equity
0.57%
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