Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 99.31%
Bond 1.58%
Convertible 0.00%
Preferred 0.00%
Other -0.89%
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Market Capitalization

As of February 28, 2026
Large 68.61%
Mid 16.29%
Small 15.10%
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Region Exposure

% Developed Markets: 97.79%    % Emerging Markets: 3.11%    % Unidentified Markets: -0.90%

Americas 76.48%
76.48%
Canada 9.95%
United States 66.53%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.79%
United Kingdom 6.39%
11.29%
Germany 1.71%
Ireland 1.72%
Netherlands 4.06%
Spain 1.17%
Switzerland 2.62%
0.00%
3.11%
South Africa 3.11%
Greater Asia 3.62%
Japan 0.00%
1.03%
Australia 1.03%
2.60%
Singapore 2.60%
0.00%
Unidentified Region -0.90%

Stock Sector Exposure

Cyclical
41.06%
Materials
15.04%
Consumer Discretionary
5.88%
Financials
14.36%
Real Estate
5.78%
Sensitive
30.27%
Communication Services
4.10%
Energy
8.57%
Industrials
11.56%
Information Technology
6.05%
Defensive
27.11%
Consumer Staples
6.78%
Health Care
8.92%
Utilities
11.40%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
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