Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.07%
Stock 98.68%
Bond 0.61%
Convertible 0.00%
Preferred 0.23%
Other -0.59%
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Market Capitalization

As of February 28, 2026
Large 70.55%
Mid 16.56%
Small 12.88%
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Region Exposure

% Developed Markets: 49.53%    % Emerging Markets: 51.01%    % Unidentified Markets: -0.54%

Americas 9.36%
1.30%
Canada 0.00%
United States 1.29%
8.06%
Brazil 4.24%
Chile 0.65%
Colombia 0.18%
Mexico 1.94%
Peru 0.37%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.92%
United Kingdom 0.07%
1.69%
Belgium 0.04%
Greece 0.70%
Ireland 0.67%
Netherlands 0.13%
Spain 0.00%
Switzerland 0.03%
2.49%
Czech Republic 0.15%
Poland 1.19%
Russia 0.12%
Turkey 0.73%
8.67%
Egypt 0.10%
Qatar 0.50%
Saudi Arabia 2.52%
South Africa 3.55%
United Arab Emirates 1.37%
Greater Asia 78.26%
Japan 0.00%
0.20%
Australia 0.20%
43.08%
Hong Kong 3.81%
Singapore 0.33%
South Korea 17.11%
Taiwan 21.84%
34.98%
China 16.86%
India 13.63%
Indonesia 1.27%
Malaysia 1.39%
Philippines 0.48%
Thailand 1.35%
Unidentified Region -0.54%

Stock Sector Exposure

Cyclical
43.36%
Materials
9.27%
Consumer Discretionary
10.63%
Financials
21.54%
Real Estate
1.92%
Sensitive
46.22%
Communication Services
5.91%
Energy
4.20%
Industrials
9.18%
Information Technology
26.93%
Defensive
9.04%
Consumer Staples
3.51%
Health Care
3.01%
Utilities
2.52%
Not Classified
1.38%
Non Classified Equity
0.18%
Not Classified - Non Equity
1.20%
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