Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.77%
Stock 96.62%
Bond 1.49%
Convertible 0.00%
Preferred 1.12%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 75.01%
Mid 17.51%
Small 7.48%
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Region Exposure

% Developed Markets: 46.53%    % Emerging Markets: 52.70%    % Unidentified Markets: 0.77%

Americas 20.40%
7.47%
Canada 2.44%
United States 5.02%
12.93%
Brazil 6.77%
Mexico 4.64%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.19%
United Kingdom 1.14%
0.00%
0.00%
8.04%
Saudi Arabia 1.66%
South Africa 4.92%
United Arab Emirates 1.47%
Greater Asia 69.65%
Japan 0.00%
0.00%
34.93%
Hong Kong 4.93%
Singapore 1.52%
South Korea 19.18%
Taiwan 9.32%
34.71%
China 14.74%
India 3.95%
Indonesia 5.09%
Malaysia 1.13%
Philippines 1.68%
Thailand 8.13%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
45.51%
Materials
5.30%
Consumer Discretionary
15.52%
Financials
23.14%
Real Estate
1.55%
Sensitive
37.57%
Communication Services
4.10%
Energy
4.64%
Industrials
9.45%
Information Technology
19.39%
Defensive
14.00%
Consumer Staples
9.72%
Health Care
2.39%
Utilities
1.90%
Not Classified
2.92%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.92%
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