Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.87%
Stock 98.07%
Bond 1.04%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of February 28, 2026
Large 6.23%
Mid 14.78%
Small 78.99%
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Region Exposure

% Developed Markets: 98.57%    % Emerging Markets: 0.70%    % Unidentified Markets: 0.74%

Americas 95.71%
92.91%
Canada 0.11%
United States 92.80%
2.80%
Brazil 0.62%
Colombia 0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.32%
United Kingdom 1.17%
2.13%
Belgium 0.01%
Finland 0.07%
France 0.04%
Ireland 0.33%
Italy 0.01%
Netherlands 0.19%
Sweden 0.00%
Switzerland 0.32%
0.00%
0.02%
Israel 0.02%
Greater Asia 0.23%
Japan 0.00%
0.15%
Australia 0.15%
0.08%
Singapore 0.08%
0.00%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
35.62%
Materials
5.51%
Consumer Discretionary
10.00%
Financials
15.33%
Real Estate
4.78%
Sensitive
44.77%
Communication Services
4.26%
Energy
4.57%
Industrials
20.28%
Information Technology
15.65%
Defensive
17.34%
Consumer Staples
2.79%
Health Care
12.47%
Utilities
2.09%
Not Classified
2.27%
Non Classified Equity
0.51%
Not Classified - Non Equity
1.76%
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