Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.39%
Stock 93.65%
Bond 0.00%
Convertible 0.00%
Preferred 2.74%
Other 1.22%
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Market Capitalization

As of February 28, 2026
Large 87.28%
Mid 9.89%
Small 2.83%
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Region Exposure

% Developed Markets: 50.01%    % Emerging Markets: 50.15%    % Unidentified Markets: -0.16%

Americas 14.50%
3.38%
Canada 1.38%
United States 2.00%
11.12%
Brazil 7.08%
Chile 0.67%
Colombia 0.06%
Mexico 2.85%
Peru 0.46%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.15%
United Kingdom 1.28%
1.86%
Greece 0.93%
Ireland 0.16%
Netherlands 0.24%
Portugal 0.46%
Switzerland 0.06%
2.76%
Czech Republic 0.01%
Poland 1.34%
Turkey 0.89%
7.24%
Qatar 0.14%
Saudi Arabia 1.03%
South Africa 4.53%
United Arab Emirates 1.36%
Greater Asia 72.51%
Japan 0.14%
0.00%
41.66%
Hong Kong 4.38%
Singapore 0.60%
South Korea 18.47%
Taiwan 18.21%
30.70%
China 15.44%
India 9.83%
Indonesia 2.21%
Kazakhstan 0.18%
Malaysia 0.49%
Philippines 0.57%
Thailand 1.62%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
43.81%
Materials
4.98%
Consumer Discretionary
13.27%
Financials
23.37%
Real Estate
2.19%
Sensitive
46.13%
Communication Services
5.50%
Energy
3.37%
Industrials
11.00%
Information Technology
26.26%
Defensive
9.92%
Consumer Staples
7.27%
Health Care
1.96%
Utilities
0.69%
Not Classified
0.14%
Non Classified Equity
0.14%
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