Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.30%
Stock 94.05%
Bond 0.00%
Convertible 0.00%
Preferred 4.65%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 93.48%
Mid 5.63%
Small 0.89%
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Region Exposure

% Developed Markets: 52.76%    % Emerging Markets: 47.24%    % Unidentified Markets: 0.00%

Americas 12.90%
1.65%
United States 1.65%
11.25%
Brazil 8.06%
Mexico 3.19%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.69%
United Kingdom 0.00%
5.77%
Greece 1.47%
Ireland 2.20%
Portugal 2.10%
0.15%
Russia 0.15%
5.77%
Qatar 0.79%
Saudi Arabia 1.01%
South Africa 1.27%
United Arab Emirates 2.70%
Greater Asia 75.41%
Japan 0.00%
0.00%
41.85%
Hong Kong 4.71%
South Korea 13.53%
Taiwan 23.23%
33.55%
China 18.61%
India 11.42%
Indonesia 2.63%
Thailand 0.89%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.71%
Materials
5.89%
Consumer Discretionary
7.15%
Financials
22.67%
Real Estate
0.00%
Sensitive
56.19%
Communication Services
8.44%
Energy
6.33%
Industrials
6.73%
Information Technology
34.69%
Defensive
8.09%
Consumer Staples
6.43%
Health Care
1.66%
Utilities
0.00%
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