Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.90%
Stock 96.87%
Bond 0.13%
Convertible 0.00%
Preferred 0.00%
Other 2.10%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 84.80%
Mid 13.30%
Small 1.90%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 99.65%
97.55%
Canada 81.33%
United States 16.23%
2.10%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.34%
United Kingdom 0.34%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
53.12%
Materials
17.78%
Consumer Discretionary
3.86%
Financials
29.92%
Real Estate
1.56%
Sensitive
37.26%
Communication Services
0.81%
Energy
15.74%
Industrials
12.08%
Information Technology
8.62%
Defensive
6.25%
Consumer Staples
4.13%
Health Care
0.76%
Utilities
1.36%
Not Classified
3.38%
Non Classified Equity
3.38%
Not Classified - Non Equity
0.00%
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