Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.14%
Stock 94.31%
Bond 1.89%
Convertible 0.00%
Preferred 0.52%
Other 1.14%
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Market Capitalization

As of February 28, 2026
Large 94.76%
Mid 4.28%
Small 0.96%
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Region Exposure

% Developed Markets: 51.44%    % Emerging Markets: 46.00%    % Unidentified Markets: 2.57%

Americas 13.96%
4.10%
United States 4.10%
9.86%
Brazil 5.06%
Chile 0.36%
Mexico 3.30%
Peru 0.59%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.44%
United Kingdom 0.19%
1.77%
Germany 0.05%
Greece 0.92%
Ireland 0.35%
Switzerland 0.36%
2.02%
Poland 0.35%
Turkey 0.25%
5.45%
Saudi Arabia 1.52%
South Africa 2.94%
United Arab Emirates 0.99%
Greater Asia 74.04%
Japan 0.00%
0.65%
Australia 0.65%
43.17%
Hong Kong 2.98%
Singapore 0.22%
South Korea 18.40%
Taiwan 21.57%
30.21%
China 18.16%
India 9.61%
Indonesia 0.45%
Malaysia 0.38%
Philippines 0.61%
Thailand 1.01%
Unidentified Region 2.57%

Stock Sector Exposure

Cyclical
36.21%
Materials
6.49%
Consumer Discretionary
8.74%
Financials
20.14%
Real Estate
0.84%
Sensitive
52.46%
Communication Services
7.37%
Energy
2.97%
Industrials
7.25%
Information Technology
34.87%
Defensive
7.21%
Consumer Staples
2.40%
Health Care
2.92%
Utilities
1.89%
Not Classified
4.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.12%
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