Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.60%
Stock 95.50%
Bond 0.39%
Convertible 0.00%
Preferred 2.52%
Other -0.02%
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Market Capitalization

As of February 28, 2026
Large 72.50%
Mid 16.49%
Small 11.02%
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Region Exposure

% Developed Markets: 46.37%    % Emerging Markets: 52.69%    % Unidentified Markets: 0.93%

Americas 12.02%
3.18%
Canada 1.07%
United States 2.10%
8.85%
Argentina 0.21%
Brazil 4.83%
Chile 0.25%
Colombia 0.02%
Mexico 2.37%
Peru 0.70%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.04%
United Kingdom 1.43%
3.98%
Greece 1.54%
Ireland 0.10%
Netherlands 0.30%
Portugal 0.22%
Switzerland 0.18%
3.47%
Czech Republic 0.31%
Poland 1.15%
Turkey 1.30%
10.16%
Egypt 0.73%
Nigeria 1.57%
Qatar 0.02%
Saudi Arabia 0.42%
South Africa 4.29%
United Arab Emirates 2.05%
Greater Asia 68.01%
Japan 0.19%
0.72%
Australia 0.72%
34.73%
Hong Kong 3.24%
Singapore 0.31%
South Korea 16.36%
Taiwan 14.82%
32.37%
China 11.89%
India 7.55%
Indonesia 2.58%
Kazakhstan 2.26%
Malaysia 0.44%
Pakistan 0.86%
Philippines 2.72%
Thailand 1.47%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
47.27%
Materials
7.52%
Consumer Discretionary
10.89%
Financials
24.62%
Real Estate
4.25%
Sensitive
41.34%
Communication Services
3.79%
Energy
4.42%
Industrials
11.28%
Information Technology
21.85%
Defensive
9.10%
Consumer Staples
5.68%
Health Care
3.21%
Utilities
0.21%
Not Classified
2.28%
Non Classified Equity
1.61%
Not Classified - Non Equity
0.67%
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