Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of February 28, 2026
Large 35.96%
Mid 33.30%
Small 30.74%
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Region Exposure

% Developed Markets: 48.74%    % Emerging Markets: 50.89%    % Unidentified Markets: 0.38%

Americas 12.08%
2.63%
Canada 0.60%
United States 2.03%
9.45%
Argentina 0.82%
Brazil 5.75%
Chile 0.73%
Mexico 0.93%
Peru 0.72%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.00%
United Kingdom 1.67%
5.21%
Greece 1.75%
3.11%
Russia 0.01%
Turkey 2.16%
3.00%
Saudi Arabia 0.27%
South Africa 2.73%
Greater Asia 74.54%
Japan 0.00%
0.00%
39.22%
Hong Kong 0.39%
Singapore 1.10%
South Korea 16.18%
Taiwan 21.56%
35.32%
China 5.58%
India 22.52%
Indonesia 1.01%
Philippines 1.47%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
37.25%
Materials
0.60%
Consumer Discretionary
15.10%
Financials
18.77%
Real Estate
2.78%
Sensitive
50.11%
Communication Services
1.67%
Energy
3.47%
Industrials
16.03%
Information Technology
28.93%
Defensive
11.55%
Consumer Staples
3.93%
Health Care
7.62%
Utilities
0.00%
Not Classified
1.10%
Non Classified Equity
1.10%
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