Asset Allocation

As of February 28, 2025.
Type % Net
Cash 2.09%
Stock 95.10%
Bond 0.00%
Convertible 0.00%
Preferred 2.20%
Other 0.62%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2025
Large 85.00%
Mid 10.91%
Small 4.09%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 46.12%    % Emerging Markets: 52.24%    % Unidentified Markets: 1.64%

Americas 13.33%
2.08%
Canada 2.08%
11.25%
Brazil 4.28%
Chile 0.46%
Mexico 3.32%
Peru 0.69%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.07%
United Kingdom 0.53%
5.03%
Greece 1.28%
Ireland 0.26%
Netherlands 1.77%
1.13%
Czech Republic 0.04%
Poland 0.23%
Turkey 0.85%
7.38%
Egypt 0.32%
Qatar 0.23%
Saudi Arabia 2.22%
South Africa 3.06%
United Arab Emirates 1.42%
Greater Asia 70.95%
Japan 0.00%
0.00%
36.69%
Hong Kong 6.18%
Singapore 1.87%
South Korea 10.22%
Taiwan 18.42%
34.26%
China 15.29%
India 13.26%
Indonesia 1.41%
Kazakhstan 0.89%
Malaysia 0.67%
Philippines 0.25%
Thailand 1.20%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
39.78%
Materials
3.64%
Consumer Discretionary
12.73%
Financials
23.19%
Real Estate
0.22%
Sensitive
42.55%
Communication Services
8.24%
Energy
2.91%
Industrials
12.27%
Information Technology
19.12%
Defensive
12.80%
Consumer Staples
8.71%
Health Care
2.92%
Utilities
1.18%
Not Classified
4.87%
Non Classified Equity
4.87%
Not Classified - Non Equity
0.00%
As of April 30, 2024
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