Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.18%
Stock 89.23%
Bond 5.57%
Convertible 0.00%
Preferred 0.02%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 90.65%
Mid 7.99%
Small 1.36%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 58.45%    % Emerging Markets: 41.53%    % Unidentified Markets: 0.02%

Americas 6.04%
6.04%
Canada 5.18%
United States 0.86%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.37%
United Kingdom 2.37%
0.00%
0.00%
0.00%
Greater Asia 91.57%
Japan 0.00%
0.00%
52.41%
Hong Kong 10.06%
Singapore 9.77%
South Korea 18.34%
Taiwan 14.24%
39.16%
China 26.94%
India 9.14%
Indonesia 1.24%
Malaysia 1.11%
Philippines 0.72%
Unidentified Region 0.02%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
48.68%
Materials
1.15%
Consumer Discretionary
13.20%
Financials
32.31%
Real Estate
2.02%
Sensitive
46.91%
Communication Services
10.00%
Energy
2.48%
Industrials
9.67%
Information Technology
24.75%
Defensive
4.40%
Consumer Staples
2.07%
Health Care
1.25%
Utilities
1.07%
Not Classified
0.02%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial