Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.56%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 1.21%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 96.63%
Mid 2.61%
Small 0.75%
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Region Exposure

% Developed Markets: 80.44%    % Emerging Markets: 20.12%    % Unidentified Markets: -0.56%

Americas 7.51%
0.00%
7.51%
Argentina 0.45%
Brazil 3.71%
Chile 0.26%
Mexico 2.44%
Peru 0.61%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.22%
United Kingdom 0.00%
1.04%
Ireland 0.69%
Switzerland 0.36%
0.92%
Turkey 0.92%
0.26%
South Africa 0.22%
United Arab Emirates 0.01%
Greater Asia 90.83%
Japan 0.00%
0.03%
Australia 0.03%
79.29%
Hong Kong 2.90%
Singapore 0.39%
South Korea 58.87%
Taiwan 17.13%
11.52%
China 4.12%
India 6.73%
Indonesia 0.65%
Malaysia 0.02%
Unidentified Region -0.56%

Stock Sector Exposure

Cyclical
12.43%
Materials
1.98%
Consumer Discretionary
6.17%
Financials
4.01%
Real Estate
0.28%
Sensitive
83.43%
Communication Services
5.17%
Energy
5.28%
Industrials
33.29%
Information Technology
39.68%
Defensive
4.14%
Consumer Staples
2.38%
Health Care
1.36%
Utilities
0.40%
Not Classified
0.00%
Non Classified Equity
0.00%
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