Asset Allocation

As of February 28, 2026.
Type % Net
Cash 8.23%
Stock 89.92%
Bond 2.26%
Convertible 0.00%
Preferred 0.00%
Other -0.41%
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Market Capitalization

As of February 28, 2026
Large 90.77%
Mid 9.17%
Small 0.06%
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Region Exposure

% Developed Markets: 99.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 99.04%
99.04%
Canada 66.44%
United States 32.60%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.85%
United Kingdom 0.00%
0.85%
Germany -0.08%
Ireland 0.93%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
39.94%
Materials
7.80%
Consumer Discretionary
8.69%
Financials
23.45%
Real Estate
0.00%
Sensitive
33.89%
Communication Services
3.21%
Energy
15.26%
Industrials
4.82%
Information Technology
10.60%
Defensive
14.48%
Consumer Staples
4.10%
Health Care
6.96%
Utilities
3.41%
Not Classified
11.69%
Non Classified Equity
0.55%
Not Classified - Non Equity
11.14%
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