Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.37%
Stock 96.23%
Bond 1.96%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

As of February 28, 2026
Large 1.00%
Mid 1.77%
Small 97.23%
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Region Exposure

% Developed Markets: 97.81%    % Emerging Markets: 0.20%    % Unidentified Markets: 1.98%

Americas 96.04%
92.65%
Canada 0.66%
United States 91.99%
3.39%
Colombia 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.79%
United Kingdom 0.55%
1.13%
Belgium 0.01%
France 0.11%
Ireland 0.31%
Italy 0.02%
Sweden 0.00%
Switzerland 0.48%
0.00%
0.11%
Israel 0.11%
United Arab Emirates 0.00%
Greater Asia 0.19%
Japan 0.00%
0.01%
Australia 0.01%
0.19%
Singapore 0.19%
0.00%
Unidentified Region 1.98%

Stock Sector Exposure

Cyclical
34.58%
Materials
4.86%
Consumer Discretionary
8.65%
Financials
16.03%
Real Estate
5.03%
Sensitive
40.42%
Communication Services
2.53%
Energy
5.79%
Industrials
18.19%
Information Technology
13.90%
Defensive
21.43%
Consumer Staples
1.90%
Health Care
16.62%
Utilities
2.91%
Not Classified
3.57%
Non Classified Equity
0.55%
Not Classified - Non Equity
3.02%
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