Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.01%
Stock 94.26%
Bond 0.00%
Convertible 0.00%
Preferred 2.91%
Other 2.81%
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Market Capitalization

As of March 31, 2026
Large 87.82%
Mid 10.48%
Small 1.70%
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Region Exposure

% Developed Markets: 41.23%    % Emerging Markets: 55.96%    % Unidentified Markets: 2.81%

Americas 14.11%
-0.00%
United States -0.00%
14.12%
Brazil 5.76%
Mexico 4.80%
Peru 2.76%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.35%
United Kingdom 0.00%
5.48%
Ireland 2.32%
Netherlands 1.90%
Sweden 1.26%
2.18%
Turkey 1.47%
1.68%
South Africa 1.68%
Greater Asia 73.72%
Japan 0.00%
0.00%
35.75%
Hong Kong 4.44%
Singapore 1.85%
South Korea 11.45%
Taiwan 18.01%
37.97%
China 23.11%
India 11.37%
Indonesia 2.19%
Malaysia 1.30%
Unidentified Region 2.81%

Stock Sector Exposure

Cyclical
34.82%
Materials
1.29%
Consumer Discretionary
15.94%
Financials
17.58%
Real Estate
0.00%
Sensitive
51.80%
Communication Services
7.24%
Energy
1.69%
Industrials
13.60%
Information Technology
29.26%
Defensive
10.65%
Consumer Staples
8.10%
Health Care
2.55%
Utilities
0.00%
Not Classified
2.73%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.73%
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