Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.63%
Stock 93.81%
Bond 1.83%
Convertible 0.00%
Preferred 1.61%
Other 1.13%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 92.20%
Mid 5.81%
Small 1.99%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 50.62%    % Emerging Markets: 47.28%    % Unidentified Markets: 2.10%

Americas 11.34%
3.54%
Canada 0.21%
United States 3.32%
7.80%
Brazil 3.96%
Chile 0.22%
Colombia 0.04%
Mexico 2.33%
Peru 0.82%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.40%
United Kingdom 0.52%
2.10%
Austria 0.03%
France 0.16%
Germany 0.04%
Greece 0.98%
Ireland 0.46%
Italy 0.03%
Netherlands 0.12%
Sweden 0.01%
Switzerland 0.07%
2.77%
Czech Republic 0.12%
Poland 0.92%
Turkey 0.75%
7.00%
Egypt 0.02%
Nigeria 0.01%
Qatar 0.20%
Saudi Arabia 1.75%
South Africa 3.04%
United Arab Emirates 1.72%
Greater Asia 74.16%
Japan 0.19%
0.15%
Australia 0.15%
41.74%
Hong Kong 3.34%
Singapore 0.23%
South Korea 17.09%
Taiwan 21.07%
32.09%
China 19.41%
India 9.64%
Indonesia 1.09%
Kazakhstan 0.17%
Malaysia 0.80%
Philippines 0.31%
Thailand 0.66%
Unidentified Region 2.10%

Stock Sector Exposure

Cyclical
37.34%
Materials
6.38%
Consumer Discretionary
10.02%
Financials
19.96%
Real Estate
0.98%
Sensitive
52.48%
Communication Services
7.76%
Energy
3.34%
Industrials
7.97%
Information Technology
33.40%
Defensive
6.52%
Consumer Staples
2.64%
Health Care
2.53%
Utilities
1.36%
Not Classified
3.66%
Non Classified Equity
0.15%
Not Classified - Non Equity
3.51%
As of February 28, 2026
View Region Exposure
Start Trial

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