Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.24%
Stock 98.98%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
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Market Capitalization

As of February 28, 2026
Large 70.24%
Mid 20.43%
Small 9.34%
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Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.86%

Americas 72.41%
71.82%
Canada 24.16%
United States 47.66%
0.60%
Mexico 0.12%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.03%
United Kingdom 4.52%
11.96%
Austria 0.11%
Belgium 0.08%
Denmark 0.27%
Finland 0.50%
France 2.43%
Germany 1.80%
Ireland 0.34%
Italy 0.65%
Netherlands 0.90%
Norway 0.50%
Spain 1.30%
Sweden 0.69%
Switzerland 2.38%
0.00%
0.54%
Israel 0.54%
Greater Asia 9.70%
Japan 7.15%
1.26%
Australia 1.23%
1.29%
Hong Kong 0.55%
Singapore 0.74%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
45.56%
Materials
12.02%
Consumer Discretionary
8.11%
Financials
21.57%
Real Estate
3.87%
Sensitive
37.43%
Communication Services
4.28%
Energy
3.47%
Industrials
12.00%
Information Technology
17.68%
Defensive
15.50%
Consumer Staples
5.70%
Health Care
4.93%
Utilities
4.86%
Not Classified
1.51%
Non Classified Equity
1.24%
Not Classified - Non Equity
0.27%
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