Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.44%
Stock 97.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 77.90%
Mid 16.60%
Small 5.50%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.41%    % Emerging Markets: 0.04%    % Unidentified Markets: 0.56%

Americas 95.80%
95.43%
Canada 85.60%
United States 9.83%
0.37%
Brazil 0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.43%
United Kingdom 0.18%
3.24%
Denmark 0.03%
France 2.17%
Germany 0.05%
Ireland 0.90%
Netherlands 0.01%
Spain 0.02%
Sweden 0.03%
Switzerland 0.04%
0.00%
0.00%
Greater Asia 0.22%
Japan 0.09%
0.00%
0.10%
Hong Kong 0.02%
Singapore 0.03%
Taiwan 0.05%
0.03%
China 0.01%
India 0.01%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
51.15%
Materials
13.16%
Consumer Discretionary
3.06%
Financials
31.92%
Real Estate
3.01%
Sensitive
35.96%
Communication Services
3.07%
Energy
14.62%
Industrials
14.54%
Information Technology
3.73%
Defensive
11.17%
Consumer Staples
4.12%
Health Care
2.66%
Utilities
4.39%
Not Classified
1.72%
Non Classified Equity
1.72%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

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