Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.36%
Stock 87.00%
Bond 0.00%
Convertible 0.00%
Preferred 10.65%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 87.44%
Mid 10.78%
Small 1.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 61.25%    % Emerging Markets: 38.83%    % Unidentified Markets: -0.07%

Americas 15.06%
2.73%
Canada 0.51%
United States 2.22%
12.33%
Brazil 6.37%
Mexico 5.01%
Peru 0.36%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.48%
United Kingdom 1.34%
2.86%
Greece 1.48%
Sweden 0.00%
0.48%
Czech Republic 0.13%
Turkey 0.35%
7.80%
Saudi Arabia 2.90%
South Africa 1.72%
United Arab Emirates 3.18%
Greater Asia 72.53%
Japan 0.00%
0.00%
51.13%
South Korea 23.13%
Taiwan 28.00%
21.39%
India 15.91%
Indonesia 2.68%
Kazakhstan 2.80%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
32.40%
Materials
5.53%
Consumer Discretionary
4.65%
Financials
19.09%
Real Estate
3.13%
Sensitive
60.89%
Communication Services
2.49%
Energy
2.74%
Industrials
12.18%
Information Technology
43.48%
Defensive
6.02%
Consumer Staples
2.63%
Health Care
1.87%
Utilities
1.52%
Not Classified
0.70%
Non Classified Equity
0.70%
Not Classified - Non Equity
0.00%
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