Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.09%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.88%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 97.94%
Mid 1.90%
Small 0.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 51.17%    % Emerging Markets: 47.94%    % Unidentified Markets: 0.89%

Americas 9.20%
0.00%
9.20%
Brazil 6.18%
Mexico 1.93%
Peru 0.58%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.98%
United Kingdom 0.52%
1.44%
Greece 1.13%
Ireland 0.31%
3.62%
Czech Republic 0.38%
Poland 1.95%
Turkey 0.58%
6.40%
South Africa 4.38%
United Arab Emirates 2.02%
Greater Asia 77.92%
Japan 0.00%
0.00%
47.19%
Hong Kong 4.24%
South Korea 18.64%
Taiwan 24.31%
30.73%
China 20.96%
India 8.84%
Indonesia 0.94%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
38.48%
Materials
6.38%
Consumer Discretionary
10.19%
Financials
21.19%
Real Estate
0.72%
Sensitive
56.37%
Communication Services
7.26%
Energy
2.04%
Industrials
8.38%
Information Technology
38.70%
Defensive
5.16%
Consumer Staples
3.11%
Health Care
1.08%
Utilities
0.97%
Not Classified
0.00%
Non Classified Equity
0.00%
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