Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.52%
Stock 91.65%
Bond 0.00%
Convertible 0.00%
Preferred 6.83%
Other 0.00%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 50.88%    % Emerging Markets: 48.48%    % Unidentified Markets: 0.64%

Americas 13.05%
1.28%
Canada -0.11%
United States 1.39%
11.77%
Brazil 5.61%
Chile 0.63%
Mexico 2.99%
Peru 1.77%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.90%
United Kingdom 4.96%
1.13%
Greece 0.13%
1.16%
Poland 0.08%
Russia 0.00%
Turkey 0.80%
6.65%
Egypt 0.26%
Saudi Arabia 0.75%
South Africa 4.25%
United Arab Emirates 1.39%
Greater Asia 72.41%
Japan 0.00%
0.00%
42.11%
Hong Kong 7.57%
Singapore 0.14%
South Korea 15.77%
Taiwan 18.63%
30.30%
China 13.74%
India 12.97%
Indonesia 1.38%
Pakistan 0.21%
Philippines 1.00%
Thailand 0.21%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
47.51%
Materials
5.19%
Consumer Discretionary
13.10%
Financials
25.98%
Real Estate
3.24%
Sensitive
41.43%
Communication Services
3.95%
Energy
0.00%
Industrials
6.64%
Information Technology
30.83%
Defensive
10.92%
Consumer Staples
9.01%
Health Care
1.49%
Utilities
0.42%
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