Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.60%
Stock 96.23%
Bond 0.00%
Convertible 0.00%
Preferred 3.17%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 90.63%
Mid 7.80%
Small 1.58%
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Region Exposure

% Developed Markets: 56.76%    % Emerging Markets: 42.63%    % Unidentified Markets: 0.60%

Americas 27.38%
4.71%
Canada 3.97%
United States 0.74%
22.68%
Brazil 10.13%
Chile 1.60%
Mexico 4.97%
Peru 1.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.57%
United Kingdom 0.00%
0.61%
0.00%
7.96%
Saudi Arabia 0.30%
South Africa 5.89%
United Arab Emirates 1.76%
Greater Asia 63.45%
Japan 0.00%
0.00%
48.32%
Singapore 3.15%
South Korea 19.50%
Taiwan 25.66%
15.13%
India 11.71%
Indonesia 1.05%
Kazakhstan 0.40%
Thailand 0.66%
Unidentified Region 0.60%

Stock Sector Exposure

Cyclical
37.66%
Materials
7.89%
Consumer Discretionary
12.07%
Financials
15.93%
Real Estate
1.78%
Sensitive
56.29%
Communication Services
0.49%
Energy
7.04%
Industrials
4.31%
Information Technology
44.46%
Defensive
5.65%
Consumer Staples
3.32%
Health Care
0.00%
Utilities
2.33%
Not Classified
0.40%
Non Classified Equity
0.40%
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