Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.03%
Stock 92.72%
Bond 0.00%
Convertible 0.00%
Preferred 7.24%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 75.04%
Mid 14.99%
Small 9.97%
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Region Exposure

% Developed Markets: 47.99%    % Emerging Markets: 51.97%    % Unidentified Markets: 0.03%

Americas 11.12%
0.64%
United States 0.64%
10.48%
Brazil 5.75%
Mexico 2.67%
Peru 0.99%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.71%
United Kingdom 2.75%
3.59%
Greece 1.78%
Ireland 0.77%
Switzerland 1.04%
2.64%
Poland 0.51%
Turkey 1.15%
6.73%
Egypt 0.96%
Saudi Arabia 2.38%
South Africa 1.29%
United Arab Emirates 2.10%
Greater Asia 73.14%
Japan 0.00%
0.00%
38.91%
Hong Kong 3.72%
Singapore 1.76%
South Korea 14.78%
Taiwan 18.65%
34.23%
China 17.08%
India 13.82%
Kazakhstan 1.39%
Philippines 1.94%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
40.10%
Materials
0.96%
Consumer Discretionary
13.72%
Financials
19.30%
Real Estate
6.13%
Sensitive
50.99%
Communication Services
7.23%
Energy
3.11%
Industrials
9.58%
Information Technology
31.06%
Defensive
7.52%
Consumer Staples
1.64%
Health Care
5.89%
Utilities
0.00%
Not Classified
1.39%
Non Classified Equity
1.39%
Not Classified - Non Equity
0.00%
As of March 31, 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