Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.74%
Stock 94.63%
Bond 0.36%
Convertible 0.00%
Preferred 0.00%
Other 2.28%
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Market Capitalization

As of February 28, 2026
Large 28.99%
Mid 27.23%
Small 43.78%
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Region Exposure

% Developed Markets: 96.20%    % Emerging Markets: 0.87%    % Unidentified Markets: 2.93%

Americas 67.99%
65.32%
Canada 36.12%
United States 29.20%
2.68%
Peru 0.87%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.44%
United Kingdom 7.79%
19.64%
Denmark 2.64%
Germany 2.13%
Ireland 1.31%
Norway 0.04%
Sweden 10.42%
Switzerland 3.10%
0.00%
0.00%
Greater Asia 1.64%
Japan 1.10%
0.51%
Australia 0.49%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 2.93%

Stock Sector Exposure

Cyclical
23.57%
Materials
14.54%
Consumer Discretionary
5.91%
Financials
3.12%
Real Estate
0.00%
Sensitive
70.65%
Communication Services
2.80%
Energy
0.74%
Industrials
56.70%
Information Technology
10.41%
Defensive
0.81%
Consumer Staples
0.81%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.97%
Non Classified Equity
1.87%
Not Classified - Non Equity
3.10%
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