Asset Allocation

As of February 28, 2021.
Type % Net % Long % Short
Cash 2.58% Upgrade Upgrade
Stock 94.77% Upgrade Upgrade
Bond 1.47% Upgrade Upgrade
Convertible 0.01% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 1.17% Upgrade Upgrade

Region Exposure

% Developed Markets: 96.48% % Emerging Markets: 3.52%

Americas 96.53%
North America Upgrade
Latin America Upgrade
As of February 28, 2021. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.61%
United Kingdom Upgrade
Europe Developed Upgrade
Europe Emerging Upgrade
Africa/Middle East Upgrade
Greater Asia 2.86%
Japan Upgrade
Australasia Upgrade
Asia Developed Upgrade
Asia Emerging Upgrade

Market Capitalization

As of February 28, 2021
Giant Upgrade
Large Upgrade
Mid Upgrade
Small --
Micro --

Stock Style Exposure

Large Cap Value --
Large Cap Blend --
Large Cap Growth --
Mid Cap Value --
Mid Cap Blend --
Mid Cap Growth --
Small Cap Value --
Small Cap Blend --
Small Cap Growth --
No Data Available
As of February 28, 2021

Stock Sector Exposure

Cyclical
20.91%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
66.74%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
12.35%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of February 28, 2021