Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.00%
Stock 99.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 0.21%
Mid 1.58%
Small 98.21%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.65%

Americas 96.59%
93.02%
Canada 0.13%
United States 92.89%
3.56%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.65%
United Kingdom 0.70%
1.91%
France 0.14%
Ireland 0.39%
Sweden 0.00%
Switzerland 1.00%
0.00%
0.04%
Israel 0.04%
Greater Asia 0.11%
Japan 0.00%
0.00%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
48.06%
Materials
5.84%
Consumer Discretionary
9.70%
Financials
24.06%
Real Estate
8.45%
Sensitive
32.93%
Communication Services
3.00%
Energy
8.70%
Industrials
12.86%
Information Technology
8.37%
Defensive
17.58%
Consumer Staples
1.61%
Health Care
10.40%
Utilities
5.57%
Not Classified
1.43%
Non Classified Equity
0.86%
Not Classified - Non Equity
0.56%
As of February 28, 2026
View Region Exposure
Start Trial

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