Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 99.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
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Market Capitalization

As of February 28, 2026
Large 28.69%
Mid 34.80%
Small 36.51%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.25%    % Unidentified Markets: 0.85%

Americas 63.77%
63.39%
Canada 2.15%
United States 61.24%
0.38%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.54%
United Kingdom 3.80%
9.74%
Belgium 1.30%
France 2.32%
Germany 1.90%
Spain 0.77%
Sweden 1.69%
Switzerland 1.75%
0.00%
0.00%
Greater Asia 21.84%
Japan 10.06%
5.29%
Australia 5.29%
6.49%
Hong Kong 2.90%
Singapore 3.59%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
94.32%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
94.32%
Sensitive
0.24%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.24%
Defensive
0.44%
Consumer Staples
0.00%
Health Care
0.44%
Utilities
0.00%
Not Classified
5.00%
Non Classified Equity
4.42%
Not Classified - Non Equity
0.58%
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