Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.04%
Stock 96.91%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 2.61%
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Market Capitalization

As of February 28, 2026
Large 82.34%
Mid 14.49%
Small 3.17%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.00%

Americas 99.91%
97.30%
Canada 92.78%
United States 4.52%
2.62%
Colombia 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.09%
United Kingdom 0.02%
0.00%
0.00%
0.07%
South Africa 0.07%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
60.47%
Materials
14.05%
Consumer Discretionary
3.15%
Financials
39.62%
Real Estate
3.65%
Sensitive
28.37%
Communication Services
0.88%
Energy
15.72%
Industrials
11.10%
Information Technology
0.67%
Defensive
7.25%
Consumer Staples
4.72%
Health Care
0.00%
Utilities
2.53%
Not Classified
3.91%
Non Classified Equity
3.91%
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