Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.06%
Stock 95.26%
Bond 0.11%
Convertible 0.00%
Preferred 1.62%
Other 1.95%
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Market Capitalization

As of March 31, 2026
Large 91.29%
Mid 5.06%
Small 3.64%
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Region Exposure

% Developed Markets: 52.87%    % Emerging Markets: 46.54%    % Unidentified Markets: 0.59%

Americas 9.14%
0.11%
United States 0.11%
9.03%
Brazil 5.59%
Mexico 2.41%
Peru 1.03%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.35%
United Kingdom 0.00%
0.76%
Greece 0.76%
3.94%
Poland 2.14%
Turkey 0.76%
7.66%
Egypt 1.66%
Saudi Arabia 1.24%
South Africa 2.53%
United Arab Emirates 2.22%
Greater Asia 77.92%
Japan 0.00%
0.00%
49.78%
Hong Kong 7.19%
South Korea 17.91%
Taiwan 24.68%
28.13%
China 15.44%
India 10.17%
Malaysia 1.55%
Philippines 0.20%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
31.33%
Materials
3.48%
Consumer Discretionary
8.61%
Financials
17.66%
Real Estate
1.58%
Sensitive
63.10%
Communication Services
7.02%
Energy
5.67%
Industrials
14.20%
Information Technology
36.21%
Defensive
3.77%
Consumer Staples
0.75%
Health Care
1.63%
Utilities
1.39%
Not Classified
1.80%
Non Classified Equity
1.59%
Not Classified - Non Equity
0.21%
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