Asset Allocation

As of February 28, 2026.
Type % Net
Cash -1.43%
Stock 93.82%
Bond 0.00%
Convertible 0.00%
Preferred 7.61%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 74.70%
Mid 15.55%
Small 9.76%
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Region Exposure

% Developed Markets: 51.28%    % Emerging Markets: 50.15%    % Unidentified Markets: -1.43%

Americas 9.55%
0.00%
9.55%
Brazil 5.11%
Mexico 2.50%
Peru 0.89%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.89%
United Kingdom 3.34%
5.02%
Greece 2.12%
Ireland 0.69%
Netherlands 1.02%
Switzerland 0.67%
3.83%
Poland 1.02%
Turkey 1.45%
6.70%
Egypt 1.45%
Saudi Arabia 2.06%
South Africa 0.70%
United Arab Emirates 2.49%
Greater Asia 72.99%
Japan 0.00%
0.00%
40.43%
Hong Kong 3.78%
Singapore 1.92%
South Korea 17.50%
Taiwan 17.22%
32.57%
China 15.04%
India 14.28%
Kazakhstan 1.16%
Philippines 2.09%
Unidentified Region -1.43%

Stock Sector Exposure

Cyclical
40.25%
Materials
0.00%
Consumer Discretionary
14.11%
Financials
19.71%
Real Estate
6.44%
Sensitive
52.08%
Communication Services
6.93%
Energy
2.67%
Industrials
10.30%
Information Technology
32.18%
Defensive
6.52%
Consumer Staples
1.46%
Health Care
5.06%
Utilities
0.00%
Not Classified
1.15%
Non Classified Equity
1.15%
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