Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.93%
Stock 98.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.73%
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Market Capitalization

As of February 28, 2026
Large 87.94%
Mid 8.37%
Small 3.69%
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Region Exposure

% Developed Markets: 68.07%    % Emerging Markets: 32.00%    % Unidentified Markets: -0.08%

Americas 11.90%
1.99%
United States 1.99%
9.91%
Brazil 5.11%
Chile 1.31%
Mexico 1.72%
Peru 0.88%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.90%
United Kingdom 1.96%
3.15%
Greece 2.58%
3.16%
Czech Republic 0.51%
Poland 0.81%
Turkey 0.79%
6.63%
Saudi Arabia 0.74%
South Africa 3.29%
United Arab Emirates 2.60%
Greater Asia 73.28%
Japan 0.00%
0.00%
57.85%
South Korea 26.31%
Taiwan 31.54%
15.43%
India 13.74%
Kazakhstan 0.68%
Philippines 1.01%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
29.63%
Materials
4.79%
Consumer Discretionary
3.43%
Financials
19.51%
Real Estate
1.91%
Sensitive
68.30%
Communication Services
2.63%
Energy
1.37%
Industrials
17.94%
Information Technology
46.35%
Defensive
2.07%
Consumer Staples
0.60%
Health Care
1.13%
Utilities
0.34%
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