Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.09%
Stock 97.80%
Bond 1.10%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 68.23%
Mid 23.64%
Small 8.12%
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Region Exposure

% Developed Markets: 98.96%    % Emerging Markets: 0.15%    % Unidentified Markets: 0.89%

Americas 69.63%
69.63%
Canada 23.22%
United States 46.41%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.63%
United Kingdom 13.90%
10.58%
Denmark 0.36%
France 3.27%
Germany 0.55%
Ireland 2.79%
Norway 0.63%
Sweden 0.11%
Switzerland 2.87%
0.00%
0.15%
South Africa 0.15%
Greater Asia 4.86%
Japan 0.82%
4.04%
Australia 4.04%
0.00%
0.00%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
51.15%
Materials
51.15%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
47.93%
Communication Services
0.00%
Energy
47.93%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.92%
Non Classified Equity
0.92%
Not Classified - Non Equity
0.00%
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