Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.07%
Stock 90.65%
Bond 0.60%
Convertible 0.00%
Preferred 5.58%
Other 1.10%
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Market Capitalization

As of March 31, 2026
Large 73.41%
Mid 16.67%
Small 9.92%
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Region Exposure

% Developed Markets: 48.36%    % Emerging Markets: 48.81%    % Unidentified Markets: 2.84%

Americas 23.96%
6.07%
Canada 0.09%
United States 5.97%
17.90%
Argentina 0.07%
Brazil 8.11%
Chile 0.04%
Colombia 0.12%
Mexico 3.86%
Peru 2.68%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.50%
United Kingdom 0.00%
6.45%
Ireland 0.98%
Netherlands 0.37%
Portugal 0.06%
Switzerland 2.90%
0.90%
Poland 0.09%
Turkey 0.57%
2.15%
Egypt 0.25%
Qatar 0.09%
Saudi Arabia 0.33%
South Africa 0.75%
United Arab Emirates 0.28%
Greater Asia 63.70%
Japan 0.00%
0.00%
32.92%
Hong Kong 7.15%
Singapore 1.01%
South Korea 11.30%
Taiwan 13.35%
30.78%
China 15.61%
India 4.70%
Indonesia 2.41%
Kazakhstan 1.68%
Malaysia 1.13%
Pakistan 0.08%
Philippines 1.68%
Thailand 2.10%
Unidentified Region 2.84%

Stock Sector Exposure

Cyclical
44.25%
Materials
7.76%
Consumer Discretionary
14.12%
Financials
21.03%
Real Estate
1.34%
Sensitive
42.21%
Communication Services
7.45%
Energy
5.84%
Industrials
7.63%
Information Technology
21.30%
Defensive
10.90%
Consumer Staples
5.62%
Health Care
2.97%
Utilities
2.31%
Not Classified
2.65%
Non Classified Equity
1.42%
Not Classified - Non Equity
1.23%
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