Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.40%
Stock 94.18%
Bond 1.96%
Convertible 0.00%
Preferred 0.90%
Other 0.56%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.67%    % Emerging Markets: 4.55%    % Unidentified Markets: 2.78%

Americas 69.44%
68.13%
Canada 38.89%
United States 29.23%
1.31%
Brazil 0.56%
Colombia 0.01%
Mexico 0.20%
Peru 0.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.15%
United Kingdom 3.82%
9.17%
Austria 0.10%
Belgium 0.33%
Denmark 0.12%
Finland 0.35%
France 1.88%
Germany 1.26%
Greece 0.15%
Ireland 0.70%
Italy 0.34%
Netherlands 1.26%
Norway 0.01%
Portugal 0.05%
Spain 0.40%
Sweden 0.72%
Switzerland 1.43%
0.11%
Poland 0.02%
Turkey 0.08%
1.04%
Israel 0.28%
Saudi Arabia 0.21%
South Africa 0.39%
United Arab Emirates 0.13%
Greater Asia 13.64%
Japan 2.50%
0.34%
Australia 0.33%
7.80%
Hong Kong 0.77%
Singapore 0.65%
South Korea 2.43%
Taiwan 3.96%
3.00%
China 1.81%
India 1.02%
Indonesia 0.10%
Kazakhstan 0.03%
Philippines 0.02%
Thailand 0.02%
Unidentified Region 2.78%

Stock Sector Exposure

Cyclical
40.80%
Materials
13.51%
Consumer Discretionary
7.49%
Financials
17.42%
Real Estate
2.39%
Sensitive
42.88%
Communication Services
6.60%
Energy
6.91%
Industrials
12.23%
Information Technology
17.13%
Defensive
9.36%
Consumer Staples
3.60%
Health Care
4.09%
Utilities
1.66%
Not Classified
6.97%
Non Classified Equity
3.00%
Not Classified - Non Equity
3.97%
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