Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.04%
Stock 90.40%
Bond 0.00%
Convertible 0.00%
Preferred 4.83%
Other 3.73%
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Market Capitalization

As of February 28, 2026
Large 92.69%
Mid 6.48%
Small 0.83%
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Region Exposure

% Developed Markets: 28.71%    % Emerging Markets: 68.87%    % Unidentified Markets: 2.42%

Americas 19.37%
0.92%
United States 0.92%
18.45%
Brazil 13.19%
Chile 0.75%
Colombia 0.32%
Mexico 4.06%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.56%
United Kingdom 0.00%
1.05%
Greece 0.33%
Ireland 0.33%
Netherlands 0.39%
2.33%
Czech Republic 0.14%
Poland 0.00%
Turkey 1.59%
10.18%
Qatar 0.59%
Saudi Arabia 2.04%
South Africa 6.23%
United Arab Emirates 0.87%
Greater Asia 64.66%
Japan 0.00%
0.00%
24.69%
Hong Kong 5.02%
Taiwan 19.67%
39.96%
China 25.74%
India 9.02%
Indonesia 1.32%
Malaysia 0.98%
Thailand 2.90%
Unidentified Region 2.42%

Stock Sector Exposure

Cyclical
50.97%
Materials
15.84%
Consumer Discretionary
8.93%
Financials
24.54%
Real Estate
1.67%
Sensitive
42.60%
Communication Services
6.93%
Energy
13.48%
Industrials
4.71%
Information Technology
17.47%
Defensive
6.43%
Consumer Staples
3.06%
Health Care
0.56%
Utilities
2.81%
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