Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.77%
Stock 96.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 90.54%
Mid 8.38%
Small 1.08%
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Region Exposure

% Developed Markets: 39.81%    % Emerging Markets: 71.75%    % Unidentified Markets: -11.56%

Americas 2.00%
2.00%
Canada 0.82%
United States 1.18%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.07%
United Kingdom 2.85%
1.22%
Ireland 1.22%
0.00%
0.00%
Greater Asia 105.5%
Japan 0.00%
0.00%
33.73%
Hong Kong 24.04%
Singapore 1.11%
Taiwan 8.58%
71.75%
China 71.75%
Unidentified Region -11.56%

Stock Sector Exposure

Cyclical
48.45%
Materials
2.71%
Consumer Discretionary
21.04%
Financials
21.87%
Real Estate
2.82%
Sensitive
44.54%
Communication Services
17.53%
Energy
5.18%
Industrials
8.12%
Information Technology
13.71%
Defensive
6.16%
Consumer Staples
2.79%
Health Care
3.37%
Utilities
0.00%
Not Classified
0.85%
Non Classified Equity
0.85%
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