Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.04%
Stock 90.16%
Bond 0.00%
Convertible 0.00%
Preferred 8.81%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 72.35%
Mid 16.43%
Small 11.22%
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Region Exposure

% Developed Markets: 49.74%    % Emerging Markets: 50.26%    % Unidentified Markets: 0.01%

Americas 11.25%
1.63%
Canada 0.34%
United States 1.29%
9.62%
Brazil 4.73%
Chile 0.62%
Mexico 1.83%
Peru 1.99%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.21%
United Kingdom 1.02%
3.02%
Greece 0.41%
2.96%
Turkey 2.08%
11.21%
Egypt 0.85%
Saudi Arabia 1.91%
South Africa 6.16%
United Arab Emirates 2.29%
Greater Asia 70.53%
Japan 0.00%
0.00%
41.77%
Hong Kong 8.06%
Singapore 0.46%
South Korea 15.33%
Taiwan 17.92%
28.75%
China 12.18%
India 11.19%
Indonesia 1.14%
Pakistan 0.68%
Philippines 1.74%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
51.16%
Materials
4.50%
Consumer Discretionary
14.24%
Financials
27.74%
Real Estate
4.69%
Sensitive
40.51%
Communication Services
1.50%
Energy
0.00%
Industrials
9.60%
Information Technology
29.41%
Defensive
7.88%
Consumer Staples
4.69%
Health Care
1.84%
Utilities
1.35%
Not Classified
0.45%
Non Classified Equity
0.45%
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