Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.16%
Stock 97.58%
Bond 0.00%
Convertible 0.00%
Preferred 1.89%
Other 0.37%
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Market Capitalization

As of February 28, 2026
Large 94.77%
Mid 4.84%
Small 0.39%
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Region Exposure

% Developed Markets: 49.06%    % Emerging Markets: 51.02%    % Unidentified Markets: -0.07%

Americas 8.77%
0.66%
United States 0.66%
8.11%
Brazil 4.96%
Chile 0.15%
Colombia 0.20%
Mexico 1.94%
Peru 0.47%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.73%
United Kingdom 0.00%
1.63%
Greece 0.97%
Ireland 0.54%
1.19%
Poland 0.44%
Turkey 0.14%
7.92%
Qatar 0.43%
Saudi Arabia 2.00%
South Africa 3.92%
United Arab Emirates 1.38%
Greater Asia 80.57%
Japan 0.00%
0.00%
44.55%
Hong Kong 3.55%
Singapore 0.27%
South Korea 19.04%
Taiwan 21.69%
36.02%
China 20.56%
India 12.47%
Indonesia 1.05%
Kazakhstan 0.05%
Malaysia 0.64%
Philippines 0.11%
Thailand 1.15%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
39.71%
Materials
7.07%
Consumer Discretionary
11.04%
Financials
20.73%
Real Estate
0.88%
Sensitive
53.16%
Communication Services
8.10%
Energy
4.22%
Industrials
7.63%
Information Technology
33.20%
Defensive
7.08%
Consumer Staples
2.78%
Health Care
2.55%
Utilities
1.75%
Not Classified
0.05%
Non Classified Equity
0.05%
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