Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.30%
Stock 82.88%
Bond 0.25%
Convertible 0.00%
Preferred 13.23%
Other 3.34%
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Market Capitalization

As of February 28, 2026
Large 90.34%
Mid 8.24%
Small 1.42%
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Region Exposure

% Developed Markets: 50.78%    % Emerging Markets: 49.24%    % Unidentified Markets: -0.02%

Americas 14.82%
0.25%
United States 0.25%
14.57%
Brazil 6.32%
Mexico 6.59%
Peru 0.75%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.23%
United Kingdom 1.88%
4.35%
Greece 3.71%
0.00%
0.99%
Saudi Arabia 0.61%
United Arab Emirates 0.38%
Greater Asia 77.98%
Japan 0.00%
0.00%
43.92%
Hong Kong 4.04%
Singapore 1.72%
South Korea 16.33%
Taiwan 21.82%
34.06%
China 17.50%
India 13.75%
Indonesia 2.81%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
30.61%
Materials
1.95%
Consumer Discretionary
10.14%
Financials
18.52%
Real Estate
0.00%
Sensitive
62.83%
Communication Services
7.54%
Energy
0.00%
Industrials
13.11%
Information Technology
42.18%
Defensive
5.99%
Consumer Staples
4.26%
Health Care
1.73%
Utilities
0.00%
Not Classified
0.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.57%
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