Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.53%
Stock 89.57%
Bond 0.00%
Convertible 0.00%
Preferred 9.60%
Other 0.29%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 87.99%
Mid 6.10%
Small 5.92%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 48.70%    % Emerging Markets: 51.03%    % Unidentified Markets: 0.27%

Americas 15.04%
0.38%
United States 0.38%
14.66%
Brazil 6.95%
Chile 0.30%
Mexico 6.44%
Peru 0.98%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.33%
United Kingdom 1.03%
1.50%
Denmark 0.01%
Greece 1.47%
Switzerland 0.02%
0.00%
5.80%
Saudi Arabia 1.16%
South Africa 1.77%
United Arab Emirates 2.87%
Greater Asia 76.37%
Japan 0.00%
0.00%
42.92%
Hong Kong 5.02%
Singapore 1.07%
South Korea 17.29%
Taiwan 18.61%
33.45%
China 15.68%
India 9.02%
Indonesia 4.46%
Kazakhstan 1.65%
Malaysia 0.76%
Philippines 0.41%
Thailand 1.48%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
37.30%
Materials
5.54%
Consumer Discretionary
9.19%
Financials
19.26%
Real Estate
3.31%
Sensitive
56.77%
Communication Services
11.04%
Energy
4.15%
Industrials
8.19%
Information Technology
33.39%
Defensive
5.41%
Consumer Staples
2.50%
Health Care
1.27%
Utilities
1.64%
Not Classified
0.52%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.29%
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