Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.97%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.54%
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Market Capitalization

As of April 30, 2026
Large 93.17%
Mid 5.66%
Small 1.17%
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Region Exposure

% Developed Markets: 63.20%    % Emerging Markets: 35.89%    % Unidentified Markets: 0.91%

Americas 9.79%
2.25%
United States 2.25%
7.55%
Brazil 5.07%
Mexico 1.45%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.15%
United Kingdom 0.00%
4.82%
Finland 0.47%
Greece 4.35%
2.81%
Poland 1.08%
Turkey 1.27%
4.53%
South Africa 3.27%
United Arab Emirates 1.26%
Greater Asia 77.14%
Japan 0.00%
0.00%
54.87%
Hong Kong 5.65%
Singapore 0.25%
South Korea 21.39%
Taiwan 27.58%
22.27%
China 16.43%
India 5.30%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
31.22%
Materials
5.18%
Consumer Discretionary
7.40%
Financials
16.02%
Real Estate
2.62%
Sensitive
62.74%
Communication Services
5.05%
Energy
2.58%
Industrials
12.12%
Information Technology
42.99%
Defensive
5.06%
Consumer Staples
1.89%
Health Care
1.69%
Utilities
1.48%
Not Classified
0.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.98%
As of April 30, 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