Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.22%
Stock 97.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 78.68%
Mid 11.01%
Small 10.31%
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Region Exposure

% Developed Markets: 53.63%    % Emerging Markets: 46.34%    % Unidentified Markets: 0.02%

Americas 21.58%
6.53%
United States 6.53%
15.06%
Brazil 7.32%
Mexico 4.18%
Peru 2.37%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.40%
United Kingdom 2.28%
6.05%
Greece 2.46%
Switzerland 1.83%
2.81%
4.27%
South Africa 1.99%
United Arab Emirates 2.28%
Greater Asia 62.99%
Japan 0.00%
0.00%
36.50%
Hong Kong 2.42%
Singapore 1.11%
South Korea 16.44%
Taiwan 16.53%
26.49%
China 13.56%
India 10.20%
Philippines 2.73%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
35.24%
Materials
0.00%
Consumer Discretionary
9.81%
Financials
21.86%
Real Estate
3.57%
Sensitive
55.07%
Communication Services
6.41%
Energy
0.00%
Industrials
20.25%
Information Technology
28.42%
Defensive
9.67%
Consumer Staples
5.91%
Health Care
3.76%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.02%
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