Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.74%
Stock 96.70%
Bond 0.75%
Convertible 0.00%
Preferred 0.48%
Other 1.32%
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Market Capitalization

As of February 28, 2026
Large 9.47%
Mid 30.21%
Small 60.32%
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Region Exposure

% Developed Markets: 99.13%    % Emerging Markets: 0.19%    % Unidentified Markets: 0.67%

Americas 89.47%
87.31%
Canada 0.19%
United States 87.12%
2.16%
Colombia 0.19%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.52%
United Kingdom 3.24%
6.28%
Belgium 0.18%
Finland 0.00%
France 1.62%
Germany 1.20%
Ireland 0.93%
Netherlands 2.01%
Norway 0.14%
Sweden 0.21%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.34%
Japan 0.00%
0.00%
0.34%
Singapore 0.34%
0.00%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
40.79%
Materials
4.78%
Consumer Discretionary
7.17%
Financials
20.89%
Real Estate
7.96%
Sensitive
31.99%
Communication Services
0.76%
Energy
7.53%
Industrials
16.43%
Information Technology
7.28%
Defensive
25.72%
Consumer Staples
7.77%
Health Care
11.06%
Utilities
6.89%
Not Classified
1.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.49%
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