Asset Allocation

As of February 28, 2026.
Type % Net
Cash 15.10%
Stock 115.7%
Bond 0.00%
Convertible 0.00%
Preferred 0.98%
Other -31.80%
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Market Capitalization

As of February 28, 2026
Large 86.48%
Mid 13.52%
Small 0.00%
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Region Exposure

% Developed Markets: 127.6%    % Emerging Markets: 4.21%    % Unidentified Markets: -31.78%

Americas 98.87%
97.95%
Canada 73.61%
United States 24.33%
0.92%
Mexico 0.92%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.88%
United Kingdom 2.85%
17.04%
France 2.83%
Germany 3.96%
Ireland 5.00%
Italy 2.03%
Netherlands 1.75%
Sweden 0.61%
Switzerland 0.85%
0.00%
0.00%
Greater Asia 13.03%
Japan 5.57%
0.00%
4.17%
Hong Kong 1.23%
South Korea 1.69%
Taiwan 1.25%
3.29%
China 1.63%
India 0.81%
Indonesia 0.85%
Unidentified Region -31.78%

Stock Sector Exposure

Cyclical
46.35%
Materials
1.77%
Consumer Discretionary
12.58%
Financials
32.00%
Real Estate
0.00%
Sensitive
42.24%
Communication Services
5.90%
Energy
0.00%
Industrials
12.06%
Information Technology
24.28%
Defensive
7.35%
Consumer Staples
0.79%
Health Care
5.67%
Utilities
0.89%
Not Classified
4.06%
Non Classified Equity
4.06%
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