Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.00%
Stock 99.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.85%
Other 0.04%
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Market Capitalization

As of February 28, 2026
Large 74.50%
Mid 15.25%
Small 10.25%
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Region Exposure

% Developed Markets: 48.65%    % Emerging Markets: 52.11%    % Unidentified Markets: -0.75%

Americas 5.76%
0.11%
Canada 0.01%
United States 0.10%
5.65%
Brazil 3.07%
Chile 0.45%
Colombia 0.14%
Mexico 1.72%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.41%
United Kingdom 0.00%
0.78%
Greece 0.78%
2.24%
Czech Republic 0.16%
Poland 1.31%
Turkey 0.59%
5.39%
South Africa 3.83%
United Arab Emirates 1.57%
Greater Asia 86.58%
Japan 0.00%
0.02%
Australia 0.02%
45.91%
Hong Kong 5.21%
Singapore 0.30%
South Korea 17.99%
Taiwan 22.41%
40.65%
China 20.56%
India 15.64%
Indonesia 1.44%
Malaysia 1.36%
Philippines 0.43%
Thailand 1.21%
Unidentified Region -0.75%

Stock Sector Exposure

Cyclical
51.21%
Materials
9.62%
Consumer Discretionary
12.46%
Financials
26.95%
Real Estate
2.18%
Sensitive
42.63%
Communication Services
3.09%
Energy
8.75%
Industrials
9.11%
Information Technology
21.68%
Defensive
5.88%
Consumer Staples
2.25%
Health Care
2.31%
Utilities
1.32%
Not Classified
0.28%
Non Classified Equity
0.28%
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