Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.43%
Stock 98.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 98.14%
Mid 1.78%
Small 0.08%
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Region Exposure

% Developed Markets: 51.93%    % Emerging Markets: 48.07%    % Unidentified Markets: 0.00%

Americas 13.63%
2.34%
Canada -0.18%
United States 2.52%
11.28%
Brazil 5.44%
Mexico 3.17%
Peru 2.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.06%
United Kingdom 7.03%
0.00%
0.45%
Poland 0.45%
5.58%
South Africa 4.41%
United Arab Emirates 1.17%
Greater Asia 73.32%
Japan 0.00%
0.00%
41.38%
Hong Kong 7.78%
South Korea 13.92%
Taiwan 19.68%
31.93%
China 15.43%
India 13.10%
Indonesia 1.17%
Philippines 1.11%
Thailand 1.12%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
50.10%
Materials
6.23%
Consumer Discretionary
12.57%
Financials
30.11%
Real Estate
1.19%
Sensitive
37.24%
Communication Services
5.80%
Energy
0.00%
Industrials
4.26%
Information Technology
27.18%
Defensive
12.65%
Consumer Staples
10.76%
Health Care
1.89%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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