Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 97.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.68%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 51.27%
Mid 37.60%
Small 11.13%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.28%    % Emerging Markets: 3.02%    % Unidentified Markets: 2.70%

Americas 61.24%
58.97%
Canada 6.15%
United States 52.82%
2.27%
Mexico 2.27%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.98%
United Kingdom 5.00%
26.98%
Belgium 3.10%
France 2.52%
Germany 4.09%
Italy 3.98%
Netherlands 4.77%
Spain 7.14%
Switzerland 1.37%
0.00%
0.00%
Greater Asia 4.08%
Japan 0.91%
2.41%
Australia 2.41%
0.00%
0.75%
India 0.75%
Unidentified Region 2.70%

Stock Sector Exposure

Cyclical
3.82%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
3.82%
Sensitive
44.29%
Communication Services
0.00%
Energy
14.31%
Industrials
29.23%
Information Technology
0.76%
Defensive
49.31%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
49.31%
Not Classified
2.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.58%
As of February 28, 2026
View Region Exposure
Start Trial

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