Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.27%
Stock 99.67%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 28.41%
Mid 37.27%
Small 34.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.40%    % Emerging Markets: 0.41%    % Unidentified Markets: 0.19%

Americas 62.57%
62.57%
Canada 1.06%
United States 61.51%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.71%
United Kingdom 4.78%
9.93%
Belgium 1.72%
France 4.67%
Germany 0.69%
Netherlands 0.70%
Sweden 1.44%
Switzerland 0.41%
0.00%
0.00%
Greater Asia 22.53%
Japan 9.60%
5.93%
Australia 5.93%
7.00%
Hong Kong 3.82%
Singapore 3.18%
0.00%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
95.07%
Materials
0.00%
Consumer Discretionary
0.68%
Financials
0.00%
Real Estate
94.39%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.93%
Non Classified Equity
4.81%
Not Classified - Non Equity
0.12%
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