Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.67%
Stock 91.34%
Bond 3.11%
Convertible 0.00%
Preferred 2.17%
Other -1.29%
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Market Capitalization

As of February 28, 2026
Large 68.63%
Mid 14.14%
Small 17.24%
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Region Exposure

% Developed Markets: 51.47%    % Emerging Markets: 47.04%    % Unidentified Markets: 1.49%

Americas 17.88%
5.00%
United States 5.00%
12.88%
Argentina 2.80%
Brazil 4.31%
Chile 5.33%
Mexico 0.33%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.14%
United Kingdom 1.99%
13.95%
Austria 0.13%
Belgium 0.64%
Greece 8.31%
Ireland 2.26%
Netherlands 0.09%
Switzerland 0.05%
2.43%
Poland 0.38%
16.76%
Egypt 1.98%
Nigeria 1.77%
South Africa 4.80%
United Arab Emirates 5.01%
Greater Asia 45.49%
Japan 0.00%
0.00%
23.26%
Hong Kong 0.35%
Singapore 0.05%
South Korea 15.60%
Taiwan 7.26%
22.24%
China 0.39%
India 6.50%
Kazakhstan 1.86%
Pakistan 1.08%
Thailand 0.08%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
53.31%
Materials
6.77%
Consumer Discretionary
5.17%
Financials
36.36%
Real Estate
5.02%
Sensitive
33.90%
Communication Services
4.18%
Energy
4.66%
Industrials
6.73%
Information Technology
18.33%
Defensive
6.47%
Consumer Staples
3.19%
Health Care
0.93%
Utilities
2.35%
Not Classified
6.32%
Non Classified Equity
0.96%
Not Classified - Non Equity
5.36%
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