Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.01%
Stock 94.85%
Bond 0.00%
Convertible 0.00%
Preferred 2.89%
Other 2.24%
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Market Capitalization

As of February 28, 2026
Large 87.30%
Mid 11.00%
Small 1.71%
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Region Exposure

% Developed Markets: 43.87%    % Emerging Markets: 53.89%    % Unidentified Markets: 2.25%

Americas 13.28%
0.00%
13.28%
Brazil 5.64%
Mexico 4.12%
Peru 2.59%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.71%
United Kingdom 0.00%
5.41%
Ireland 2.17%
Netherlands 2.11%
Sweden 1.14%
2.39%
Turkey 1.64%
1.90%
South Africa 1.90%
Greater Asia 74.77%
Japan 0.00%
0.00%
38.45%
Hong Kong 4.04%
Singapore 2.23%
South Korea 13.00%
Taiwan 19.18%
36.31%
China 19.98%
India 13.19%
Indonesia 2.03%
Malaysia 1.10%
Unidentified Region 2.25%

Stock Sector Exposure

Cyclical
35.02%
Materials
1.10%
Consumer Discretionary
15.88%
Financials
18.04%
Real Estate
0.00%
Sensitive
50.60%
Communication Services
6.30%
Energy
1.19%
Industrials
10.45%
Information Technology
32.66%
Defensive
11.90%
Consumer Staples
9.06%
Health Care
2.84%
Utilities
0.00%
Not Classified
2.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.48%
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