Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.08%
Stock 97.05%
Bond 1.49%
Convertible 0.00%
Preferred 0.01%
Other 0.37%
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Market Capitalization

As of February 28, 2026
Large 43.10%
Mid 34.14%
Small 22.75%
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Region Exposure

% Developed Markets: 80.65%    % Emerging Markets: 3.61%    % Unidentified Markets: 15.75%

Americas 53.88%
51.40%
Canada 8.84%
United States 42.55%
2.48%
Brazil 1.23%
Chile 0.05%
Colombia 0.01%
Mexico 1.18%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.02%
United Kingdom 5.63%
13.95%
Austria 0.02%
Belgium 0.01%
Finland 0.72%
France 3.87%
Germany 0.81%
Greece 0.13%
Ireland 0.42%
Italy 2.40%
Netherlands 0.34%
Norway 0.39%
Spain 3.18%
Sweden 0.49%
Switzerland 0.70%
0.00%
Russia 0.00%
0.44%
Israel 0.07%
South Africa 0.36%
Greater Asia 10.35%
Japan 2.20%
4.58%
Australia 3.83%
2.80%
Hong Kong 1.62%
Singapore 1.11%
South Korea 0.07%
0.78%
China 0.46%
India 0.23%
Thailand 0.10%
Unidentified Region 15.75%

Stock Sector Exposure

Cyclical
34.75%
Materials
14.69%
Consumer Discretionary
0.40%
Financials
0.13%
Real Estate
19.53%
Sensitive
26.75%
Communication Services
0.61%
Energy
14.76%
Industrials
11.14%
Information Technology
0.23%
Defensive
19.77%
Consumer Staples
1.32%
Health Care
0.14%
Utilities
18.30%
Not Classified
18.74%
Non Classified Equity
17.14%
Not Classified - Non Equity
1.60%
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