Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.95%
Stock 92.91%
Bond 1.40%
Convertible 0.00%
Preferred 3.30%
Other 0.44%
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Market Capitalization

As of March 31, 2026
Large 92.14%
Mid 7.43%
Small 0.43%
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Region Exposure

% Developed Markets: 50.44%    % Emerging Markets: 47.43%    % Unidentified Markets: 2.13%

Americas 10.61%
2.70%
Canada 0.00%
United States 2.70%
7.92%
Brazil 6.94%
Peru 0.97%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.89%
United Kingdom 0.00%
0.49%
Ireland 0.00%
Switzerland 0.00%
1.85%
Russia 0.00%
Turkey 0.48%
0.54%
Saudi Arabia 0.54%
South Africa 0.00%
Greater Asia 84.37%
Japan 0.00%
0.00%
Australia 0.00%
47.25%
Hong Kong 8.81%
Singapore 4.52%
South Korea 15.24%
Taiwan 18.68%
37.12%
China 22.43%
India 10.50%
Indonesia 0.71%
Kazakhstan 0.61%
Malaysia 0.00%
Philippines 0.00%
Thailand 2.08%
Unidentified Region 2.13%

Stock Sector Exposure

Cyclical
43.24%
Materials
5.02%
Consumer Discretionary
13.83%
Financials
22.05%
Real Estate
2.35%
Sensitive
44.74%
Communication Services
7.22%
Energy
2.74%
Industrials
6.34%
Information Technology
28.43%
Defensive
7.70%
Consumer Staples
4.83%
Health Care
1.67%
Utilities
1.19%
Not Classified
4.32%
Non Classified Equity
1.23%
Not Classified - Non Equity
3.09%
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