Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.70%
Stock 98.76%
Bond 0.68%
Convertible 0.00%
Preferred 0.06%
Other -0.20%
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Market Capitalization

As of February 28, 2026
Large 1.72%
Mid 3.15%
Small 95.13%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.48%

Americas 96.49%
93.90%
Canada 3.54%
United States 90.36%
2.59%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.03%
United Kingdom 0.50%
1.74%
Belgium 0.70%
Ireland 0.55%
Netherlands 0.49%
0.00%
0.80%
Israel 0.80%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
19.92%
Materials
2.92%
Consumer Discretionary
7.89%
Financials
7.77%
Real Estate
1.33%
Sensitive
50.69%
Communication Services
2.20%
Energy
1.76%
Industrials
27.35%
Information Technology
19.38%
Defensive
27.30%
Consumer Staples
1.65%
Health Care
23.36%
Utilities
2.29%
Not Classified
2.09%
Non Classified Equity
0.76%
Not Classified - Non Equity
1.33%
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