Asset Allocation

As of March 27, 2023.
Type % Net % Long % Short
Cash 0.58% Upgrade Upgrade
Stock 99.42% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Region Exposure

% Developed Markets: 66.36% % Emerging Markets: 33.64%

Americas 25.97%
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Canada Upgrade
United States Upgrade
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Brazil Upgrade
Chile Upgrade
As of March 27, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.09%
United Kingdom Upgrade
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Belgium Upgrade
Finland Upgrade
France Upgrade
Germany Upgrade
Netherlands Upgrade
Norway Upgrade
Spain Upgrade
Switzerland Upgrade
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South Africa Upgrade
Greater Asia 64.94%
Japan Upgrade
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Australia Upgrade
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South Korea Upgrade
Taiwan Upgrade
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China Upgrade
Indonesia Upgrade

Market Capitalization

As of March 27, 2023
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro Upgrade

Stock Style Exposure

Large Cap Value Upgrade
Large Cap Blend Upgrade
Large Cap Growth Upgrade
Mid Cap Value Upgrade
Mid Cap Blend Upgrade
Mid Cap Growth Upgrade
Small Cap Value Upgrade
Small Cap Blend Upgrade
Small Cap Growth Upgrade
As of March 27, 2023

Stock Sector Exposure

Cyclical
67.58%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
32.42%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
0.00%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of March 27, 2023