Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.02%
Stock 99.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of February 28, 2026
Large 82.85%
Mid 10.82%
Small 6.33%
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Region Exposure

% Developed Markets: 52.35%    % Emerging Markets: 46.78%    % Unidentified Markets: 0.88%

Americas 13.81%
3.26%
Canada 0.75%
United States 2.51%
10.55%
Brazil 4.78%
Mexico 3.44%
Peru 1.27%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.14%
United Kingdom 0.00%
2.48%
Greece 0.96%
Portugal 0.78%
3.61%
Czech Republic 1.00%
Poland 0.97%
Turkey 1.63%
4.05%
South Africa 4.05%
Greater Asia 75.17%
Japan 0.00%
0.00%
45.55%
Hong Kong 3.42%
South Korea 18.08%
Taiwan 24.05%
29.62%
China 17.09%
India 8.44%
Indonesia 1.93%
Philippines 2.16%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
31.97%
Materials
1.53%
Consumer Discretionary
12.44%
Financials
18.00%
Real Estate
0.00%
Sensitive
61.23%
Communication Services
5.14%
Energy
2.65%
Industrials
9.86%
Information Technology
43.58%
Defensive
5.73%
Consumer Staples
2.47%
Health Care
2.30%
Utilities
0.96%
Not Classified
1.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.06%
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