Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.13%
Stock 98.43%
Bond 0.00%
Convertible 0.00%
Preferred 1.02%
Other -0.58%
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Market Capitalization

As of April 30, 2026
Large 65.82%
Mid 17.40%
Small 16.78%
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Region Exposure

% Developed Markets: 49.21%    % Emerging Markets: 51.69%    % Unidentified Markets: -0.90%

Americas 7.78%
0.93%
Canada 0.09%
United States 0.84%
6.85%
Brazil 3.88%
Chile 0.44%
Colombia 0.14%
Mexico 2.10%
Peru 0.09%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.34%
United Kingdom 0.03%
0.98%
Belgium 0.04%
Greece 0.44%
Ireland 0.36%
Netherlands 0.09%
Spain 0.00%
Switzerland 0.02%
2.48%
Czech Republic 0.11%
Poland 1.21%
Turkey 0.85%
7.84%
Egypt 0.04%
Qatar 0.59%
Saudi Arabia 2.63%
South Africa 2.94%
United Arab Emirates 1.28%
Greater Asia 81.79%
Japan 0.00%
0.12%
Australia 0.12%
44.72%
Hong Kong 3.48%
Singapore 0.26%
South Korea 17.00%
Taiwan 23.98%
36.95%
China 18.82%
India 14.06%
Indonesia 1.03%
Malaysia 1.35%
Philippines 0.46%
Thailand 1.24%
Unidentified Region -0.90%

Stock Sector Exposure

Cyclical
37.08%
Materials
9.20%
Consumer Discretionary
9.70%
Financials
16.22%
Real Estate
1.96%
Sensitive
51.32%
Communication Services
5.66%
Energy
4.45%
Industrials
10.90%
Information Technology
30.31%
Defensive
10.07%
Consumer Staples
4.07%
Health Care
3.66%
Utilities
2.34%
Not Classified
0.13%
Non Classified Equity
0.13%
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