Asset Allocation

As of February 28, 2026.
Type % Net
Cash 74.96%
Stock 25.04%
Bond -0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 74.72%    % Emerging Markets: -0.10%    % Unidentified Markets: 25.38%

Americas 75.23%
75.46%
Canada -0.37%
United States 75.83%
-0.23%
Brazil -0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -0.42%
United Kingdom -0.11%
-0.79%
Finland -1.77%
Ireland -0.19%
Netherlands -0.03%
Switzerland 1.23%
0.00%
0.48%
Israel 0.48%
South Africa -0.01%
Greater Asia -0.19%
Japan -0.01%
0.00%
-0.14%
Hong Kong -0.05%
Singapore -0.03%
Taiwan -0.06%
-0.04%
China -0.04%
Kazakhstan -0.01%
Unidentified Region 25.38%

Stock Sector Exposure

Cyclical
58.61%
Materials
8.96%
Consumer Discretionary
23.27%
Financials
28.61%
Real Estate
-2.23%
Sensitive
-4.04%
Communication Services
9.84%
Energy
18.34%
Industrials
-44.79%
Information Technology
12.56%
Defensive
51.58%
Consumer Staples
5.14%
Health Care
45.17%
Utilities
1.27%
Not Classified
-6.14%
Non Classified Equity
-5.65%
Not Classified - Non Equity
-0.49%
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