Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.27%
Stock 98.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of February 28, 2026
Large 51.98%
Mid 21.29%
Small 26.74%
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Region Exposure

% Developed Markets: 98.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.30%

Americas 81.75%
81.75%
Canada 4.90%
United States 76.85%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.95%
United Kingdom 5.71%
11.24%
France 3.09%
Ireland 4.17%
Netherlands 3.97%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
49.17%
Materials
8.24%
Consumer Discretionary
7.77%
Financials
29.87%
Real Estate
3.29%
Sensitive
27.43%
Communication Services
8.45%
Energy
3.35%
Industrials
15.63%
Information Technology
0.00%
Defensive
23.39%
Consumer Staples
9.26%
Health Care
10.90%
Utilities
3.24%
Not Classified
0.00%
Non Classified Equity
0.00%
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