Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.76%
Stock 97.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
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Market Capitalization

As of February 28, 2026
Large 83.76%
Mid 13.91%
Small 2.33%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.17%

Americas 97.93%
97.01%
Canada 86.22%
United States 10.80%
0.91%
Brazil 0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.37%
United Kingdom 0.44%
0.94%
Denmark 0.07%
France 0.29%
Germany 0.11%
Ireland 0.24%
Netherlands 0.01%
Spain 0.04%
Sweden 0.07%
Switzerland 0.10%
0.00%
0.00%
Greater Asia 0.53%
Japan 0.23%
0.00%
0.24%
Hong Kong 0.04%
Singapore 0.07%
Taiwan 0.13%
0.06%
China 0.03%
India 0.03%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
52.94%
Materials
18.25%
Consumer Discretionary
3.60%
Financials
30.37%
Real Estate
0.72%
Sensitive
34.49%
Communication Services
2.15%
Energy
16.71%
Industrials
11.32%
Information Technology
4.31%
Defensive
10.89%
Consumer Staples
3.51%
Health Care
2.46%
Utilities
4.92%
Not Classified
1.68%
Non Classified Equity
1.63%
Not Classified - Non Equity
0.05%
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