Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.45%
Stock 95.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.60%
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Market Capitalization

As of February 28, 2026
Large 48.17%
Mid 43.05%
Small 8.78%
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Region Exposure

% Developed Markets: 87.50%    % Emerging Markets: 8.82%    % Unidentified Markets: 3.69%

Americas 58.00%
51.02%
Canada 6.33%
United States 44.68%
6.99%
Brazil 0.52%
Chile 0.00%
Mexico 6.47%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.41%
United Kingdom 4.58%
19.82%
Belgium 0.39%
Denmark 0.69%
France 6.03%
Germany 1.72%
Greece 0.28%
Italy 2.19%
Netherlands 0.21%
Spain 6.54%
Switzerland 1.77%
0.00%
0.00%
Greater Asia 13.90%
Japan 1.64%
8.77%
Australia 7.44%
1.67%
Hong Kong 1.35%
Singapore 0.32%
1.83%
China 1.18%
Malaysia 0.22%
Philippines 0.43%
Thailand 0.00%
Unidentified Region 3.69%

Stock Sector Exposure

Cyclical
1.97%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.15%
Real Estate
1.82%
Sensitive
52.29%
Communication Services
1.35%
Energy
16.78%
Industrials
33.88%
Information Technology
0.27%
Defensive
42.37%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
42.37%
Not Classified
3.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.38%
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