Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.56%
Stock 94.13%
Bond 0.00%
Convertible 0.00%
Preferred 2.67%
Other 0.63%
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Market Capitalization

As of February 28, 2026
Large 77.70%
Mid 14.44%
Small 7.86%
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Region Exposure

% Developed Markets: 61.39%    % Emerging Markets: 37.98%    % Unidentified Markets: 0.63%

Americas 22.57%
2.56%
Canada 2.56%
20.00%
Brazil 9.68%
Chile 0.31%
Mexico 6.51%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.37%
United Kingdom 1.71%
10.01%
Austria 1.74%
Greece 1.99%
Netherlands 0.98%
0.93%
Poland 0.93%
0.72%
South Africa 0.72%
Greater Asia 63.43%
Japan 0.00%
0.00%
47.11%
Hong Kong 9.73%
Singapore 5.50%
South Korea 17.89%
Taiwan 13.55%
16.32%
China 5.92%
India 2.89%
Indonesia 4.92%
Kazakhstan 0.84%
Philippines 1.75%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
35.94%
Materials
1.16%
Consumer Discretionary
12.03%
Financials
20.17%
Real Estate
2.58%
Sensitive
51.60%
Communication Services
11.43%
Energy
2.74%
Industrials
5.65%
Information Technology
31.78%
Defensive
10.95%
Consumer Staples
10.08%
Health Care
0.00%
Utilities
0.87%
Not Classified
1.51%
Non Classified Equity
0.86%
Not Classified - Non Equity
0.65%
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