Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.97%
Stock 89.85%
Bond 0.35%
Convertible 0.00%
Preferred 5.28%
Other 1.55%
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Market Capitalization

As of February 28, 2026
Large 89.95%
Mid 6.41%
Small 3.64%
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Region Exposure

% Developed Markets: 66.94%    % Emerging Markets: 30.76%    % Unidentified Markets: 2.30%

Americas 4.15%
4.15%
Canada 0.87%
United States 3.28%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.74%
United Kingdom 0.02%
0.72%
Germany 0.05%
Ireland 0.62%
Norway 0.04%
Sweden 0.01%
0.00%
0.00%
Greater Asia 92.81%
Japan 0.01%
1.47%
Australia 1.45%
60.57%
Hong Kong 3.78%
Singapore 2.92%
South Korea 23.06%
Taiwan 30.81%
30.76%
China 27.64%
Indonesia 1.82%
Philippines 1.29%
Unidentified Region 2.30%

Stock Sector Exposure

Cyclical
22.78%
Materials
4.00%
Consumer Discretionary
9.41%
Financials
9.37%
Real Estate
0.00%
Sensitive
68.52%
Communication Services
7.33%
Energy
1.03%
Industrials
14.43%
Information Technology
45.74%
Defensive
5.58%
Consumer Staples
1.59%
Health Care
4.00%
Utilities
0.00%
Not Classified
3.11%
Non Classified Equity
0.06%
Not Classified - Non Equity
3.06%
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