Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.65%
Stock 98.11%
Bond 0.68%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Market Capitalization

As of February 28, 2026
Large 10.42%
Mid 24.07%
Small 65.51%
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Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 0.57%    % Unidentified Markets: 0.78%

Americas 90.24%
88.28%
Canada 5.46%
United States 82.82%
1.96%
Colombia 0.28%
Mexico 0.29%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.57%
United Kingdom 1.75%
6.14%
Belgium 0.26%
France 1.40%
Germany 0.82%
Ireland 2.02%
Norway 0.25%
Portugal 0.40%
Spain 0.26%
Switzerland 0.16%
0.00%
0.69%
Israel 0.69%
Greater Asia 0.41%
Japan 0.00%
0.00%
0.41%
Hong Kong 0.41%
0.00%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
35.84%
Materials
7.17%
Consumer Discretionary
7.87%
Financials
14.30%
Real Estate
6.49%
Sensitive
40.56%
Communication Services
1.44%
Energy
8.39%
Industrials
22.68%
Information Technology
8.05%
Defensive
21.79%
Consumer Staples
2.67%
Health Care
11.99%
Utilities
7.13%
Not Classified
1.82%
Non Classified Equity
0.48%
Not Classified - Non Equity
1.34%
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