Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.43%
Stock 98.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.43%
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Market Capitalization

As of February 28, 2026
Large 65.48%
Mid 19.46%
Small 15.06%
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Region Exposure

% Developed Markets: 55.47%    % Emerging Markets: 43.96%    % Unidentified Markets: 0.57%

Americas 10.75%
0.78%
United States 0.78%
9.96%
Brazil 9.96%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.74%
United Kingdom 1.62%
1.77%
Greece 1.77%
0.60%
Russia 0.60%
3.75%
Saudi Arabia 0.00%
South Africa 1.97%
United Arab Emirates 1.77%
Greater Asia 80.94%
Japan 0.00%
0.00%
49.52%
Hong Kong 1.93%
Singapore 3.83%
South Korea 12.03%
Taiwan 31.73%
31.42%
China 15.58%
India 10.06%
Indonesia 0.11%
Kazakhstan 2.29%
Philippines 2.23%
Thailand 1.14%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
30.70%
Materials
2.27%
Consumer Discretionary
16.66%
Financials
6.26%
Real Estate
5.52%
Sensitive
61.49%
Communication Services
16.37%
Energy
0.00%
Industrials
5.72%
Information Technology
39.40%
Defensive
6.34%
Consumer Staples
2.39%
Health Care
1.84%
Utilities
2.11%
Not Classified
1.46%
Non Classified Equity
1.46%
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