Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.82%
Stock 97.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of February 28, 2026
Large 93.86%
Mid 4.92%
Small 1.22%
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Region Exposure

% Developed Markets: 59.99%    % Emerging Markets: 39.52%    % Unidentified Markets: 0.49%

Americas 10.67%
1.92%
United States 1.92%
8.75%
Brazil 4.87%
Chile 1.41%
Mexico 1.30%
Peru 0.80%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.30%
United Kingdom 0.77%
2.99%
Greece 2.24%
Switzerland 0.29%
2.75%
Czech Republic 0.58%
Poland 0.32%
Turkey 0.67%
5.80%
Qatar 0.27%
Saudi Arabia 0.44%
South Africa 2.70%
United Arab Emirates 2.39%
Greater Asia 76.53%
Japan 0.00%
0.00%
51.28%
Hong Kong 4.70%
South Korea 20.06%
Taiwan 26.53%
25.25%
China 12.40%
India 11.53%
Kazakhstan 0.28%
Philippines 1.04%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
32.58%
Materials
4.06%
Consumer Discretionary
7.86%
Financials
19.31%
Real Estate
1.35%
Sensitive
63.59%
Communication Services
7.42%
Energy
1.37%
Industrials
17.79%
Information Technology
37.01%
Defensive
3.84%
Consumer Staples
0.17%
Health Care
2.96%
Utilities
0.71%
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