Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.51%
Stock 98.60%
Bond 0.86%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of February 28, 2026
Large 42.48%
Mid 43.73%
Small 13.79%
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Region Exposure

% Developed Markets: 88.13%    % Emerging Markets: 11.34%    % Unidentified Markets: 0.53%

Americas 70.99%
65.88%
Canada 9.74%
United States 56.15%
5.10%
Brazil 5.10%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.59%
United Kingdom 6.93%
8.66%
Belgium 2.71%
France 1.94%
Italy 1.04%
Spain 2.98%
0.00%
0.00%
Greater Asia 12.89%
Japan 0.00%
4.97%
Australia 4.97%
1.69%
Hong Kong 1.69%
6.23%
China 3.99%
India 1.17%
Indonesia 1.07%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
8.38%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
8.38%
Sensitive
38.37%
Communication Services
5.38%
Energy
12.14%
Industrials
20.85%
Information Technology
0.00%
Defensive
51.99%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
51.99%
Not Classified
1.26%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.26%
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