Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.26%
Stock 99.06%
Bond 0.20%
Convertible 0.00%
Preferred 1.20%
Other -0.72%
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Market Capitalization

As of February 28, 2026
Large 93.69%
Mid 4.86%
Small 1.45%
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Region Exposure

% Developed Markets: 54.90%    % Emerging Markets: 45.59%    % Unidentified Markets: -0.49%

Americas 10.27%
0.21%
United States 0.21%
10.06%
Brazil 5.39%
Chile 0.77%
Mexico 2.35%
Peru 1.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.24%
United Kingdom 2.52%
0.86%
3.64%
Czech Republic 0.71%
Poland 2.06%
4.22%
South Africa 4.22%
Greater Asia 78.99%
Japan 0.00%
0.00%
51.31%
Hong Kong 6.69%
South Korea 18.03%
Taiwan 26.59%
27.68%
China 11.57%
India 14.72%
Indonesia 0.34%
Malaysia 1.05%
Unidentified Region -0.49%

Stock Sector Exposure

Cyclical
41.67%
Materials
3.12%
Consumer Discretionary
10.92%
Financials
26.74%
Real Estate
0.89%
Sensitive
51.27%
Communication Services
7.37%
Energy
0.00%
Industrials
5.65%
Information Technology
38.25%
Defensive
6.62%
Consumer Staples
3.43%
Health Care
2.65%
Utilities
0.53%
Not Classified
0.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.44%
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