Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.04%
Stock 96.36%
Bond 0.00%
Convertible 0.00%
Preferred 2.59%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 92.32%
Mid 6.22%
Small 1.47%
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Region Exposure

% Developed Markets: 46.75%    % Emerging Markets: 52.21%    % Unidentified Markets: 1.04%

Americas 22.28%
3.46%
Canada 2.79%
United States 0.68%
18.82%
Brazil 8.26%
Chile 1.46%
Mexico 3.38%
Peru 1.15%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.02%
United Kingdom 0.00%
0.96%
Switzerland 0.43%
0.72%
Poland 0.72%
4.34%
Saudi Arabia 0.33%
South Africa 2.43%
United Arab Emirates 1.59%
Greater Asia 70.66%
Japan 0.00%
0.00%
39.71%
Hong Kong 4.21%
Singapore 2.16%
South Korea 14.99%
Taiwan 18.34%
30.95%
China 19.94%
India 8.51%
Indonesia 0.77%
Kazakhstan 0.37%
Thailand 0.43%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
40.06%
Materials
8.94%
Consumer Discretionary
14.99%
Financials
14.53%
Real Estate
1.60%
Sensitive
54.51%
Communication Services
5.67%
Energy
6.43%
Industrials
7.35%
Information Technology
35.06%
Defensive
5.06%
Consumer Staples
2.51%
Health Care
0.44%
Utilities
2.11%
Not Classified
0.37%
Non Classified Equity
0.37%
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