Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.01%
Stock 96.12%
Bond 0.29%
Convertible 0.00%
Preferred 1.97%
Other 0.61%
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Market Capitalization

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

% Developed Markets: 48.64%    % Emerging Markets: 50.38%    % Unidentified Markets: 0.98%

Americas 8.47%
1.14%
Canada 0.62%
United States 0.52%
7.33%
Brazil 4.25%
Chile 0.58%
Colombia 0.18%
Mexico 1.91%
Peru 0.24%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.28%
United Kingdom 0.01%
1.47%
Belgium 0.03%
Greece 0.54%
Ireland 0.54%
Netherlands 0.09%
Spain 0.00%
Switzerland 0.16%
2.17%
Czech Republic 0.11%
Poland 1.07%
Turkey 0.70%
8.63%
Egypt 0.09%
Qatar 0.58%
Saudi Arabia 2.60%
South Africa 3.38%
United Arab Emirates 1.37%
Greater Asia 78.26%
Japan 0.00%
0.04%
Australia 0.04%
43.24%
Hong Kong 3.54%
Singapore 0.30%
South Korea 17.71%
Taiwan 21.70%
34.98%
China 17.13%
India 13.72%
Indonesia 1.11%
Malaysia 1.32%
Philippines 0.43%
Thailand 1.28%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
39.65%
Materials
7.78%
Consumer Discretionary
10.46%
Financials
19.57%
Real Estate
1.84%
Sensitive
50.35%
Communication Services
6.99%
Energy
3.48%
Industrials
8.54%
Information Technology
31.34%
Defensive
9.32%
Consumer Staples
3.31%
Health Care
3.80%
Utilities
2.21%
Not Classified
0.68%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.59%
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