Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.11%
Stock 98.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.84%
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Market Capitalization

As of February 28, 2026
Large 95.09%
Mid 4.09%
Small 0.81%
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Region Exposure

% Developed Markets: 50.71%    % Emerging Markets: 48.02%    % Unidentified Markets: 1.27%

Americas 10.20%
0.91%
United States 0.91%
9.29%
Brazil 6.80%
Mexico 1.85%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.89%
United Kingdom 1.49%
1.87%
Greece 1.17%
2.53%
Czech Republic 0.84%
Poland 1.11%
Turkey 0.57%
9.00%
South Africa 5.77%
United Arab Emirates 3.23%
Greater Asia 73.64%
Japan 0.00%
0.00%
43.21%
Hong Kong 4.44%
Singapore 1.51%
South Korea 16.12%
Taiwan 21.14%
30.43%
China 14.05%
India 15.58%
Indonesia 0.80%
Unidentified Region 1.27%

Stock Sector Exposure

Cyclical
36.59%
Materials
4.10%
Consumer Discretionary
9.97%
Financials
19.25%
Real Estate
3.28%
Sensitive
56.41%
Communication Services
10.92%
Energy
0.76%
Industrials
12.40%
Information Technology
32.33%
Defensive
6.99%
Consumer Staples
2.60%
Health Care
4.39%
Utilities
0.00%
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