Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.93%
Stock 95.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 46.64%
Mid 18.70%
Small 34.66%
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Region Exposure

% Developed Markets: 97.71%    % Emerging Markets: 2.46%    % Unidentified Markets: -0.17%

Americas 97.07%
97.07%
Canada 85.50%
United States 11.57%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.10%
United Kingdom 0.00%
0.10%
Ireland 0.08%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 3.00%
Japan 0.00%
0.01%
Australia 0.01%
0.53%
Hong Kong 0.49%
Singapore 0.04%
2.46%
China 2.46%
Unidentified Region -0.17%

Stock Sector Exposure

Cyclical
65.25%
Materials
37.62%
Consumer Discretionary
0.89%
Financials
26.69%
Real Estate
0.05%
Sensitive
28.03%
Communication Services
0.65%
Energy
26.91%
Industrials
0.17%
Information Technology
0.30%
Defensive
3.02%
Consumer Staples
0.09%
Health Care
2.87%
Utilities
0.06%
Not Classified
3.70%
Non Classified Equity
3.69%
Not Classified - Non Equity
0.00%
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