Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.34%
Stock 95.51%
Bond 0.00%
Convertible 0.00%
Preferred 1.86%
Other 2.29%
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Market Capitalization

As of March 31, 2026
Large 86.67%
Mid 11.13%
Small 2.20%
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Region Exposure

% Developed Markets: 49.22%    % Emerging Markets: 48.92%    % Unidentified Markets: 1.87%

Americas 8.14%
1.39%
United States 1.39%
6.75%
Brazil 5.28%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.59%
United Kingdom 0.49%
2.57%
Netherlands 2.57%
1.65%
Poland 0.76%
Turkey 0.89%
9.87%
Saudi Arabia 2.45%
South Africa 4.30%
United Arab Emirates 2.80%
Greater Asia 75.41%
Japan 4.84%
0.00%
37.04%
Hong Kong 8.51%
South Korea 11.10%
Taiwan 17.43%
33.52%
China 24.63%
India 7.60%
Indonesia 1.29%
Unidentified Region 1.87%

Stock Sector Exposure

Cyclical
40.73%
Materials
13.06%
Consumer Discretionary
16.60%
Financials
10.74%
Real Estate
0.33%
Sensitive
50.11%
Communication Services
5.38%
Energy
3.37%
Industrials
6.50%
Information Technology
34.85%
Defensive
9.16%
Consumer Staples
1.73%
Health Care
6.66%
Utilities
0.78%
Not Classified
0.00%
Non Classified Equity
0.00%
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