Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.53%
Stock 98.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of March 31, 2026
Large 93.15%
Mid 5.68%
Small 1.17%
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Region Exposure

% Developed Markets: 61.35%    % Emerging Markets: 37.37%    % Unidentified Markets: 1.28%

Americas 11.13%
2.89%
United States 2.89%
8.23%
Brazil 4.90%
Mexico 1.67%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.29%
United Kingdom 0.00%
5.35%
Finland 0.52%
Greece 4.83%
2.22%
Poland 1.17%
Turkey 1.05%
5.71%
South Africa 3.64%
United Arab Emirates 2.07%
Greater Asia 74.30%
Japan 0.00%
0.00%
51.03%
Hong Kong 6.21%
Singapore 0.30%
South Korea 18.32%
Taiwan 26.20%
23.27%
China 16.89%
India 5.79%
Unidentified Region 1.28%

Stock Sector Exposure

Cyclical
35.29%
Materials
5.84%
Consumer Discretionary
8.97%
Financials
17.15%
Real Estate
3.33%
Sensitive
57.74%
Communication Services
6.29%
Energy
2.24%
Industrials
10.58%
Information Technology
38.63%
Defensive
5.44%
Consumer Staples
2.28%
Health Care
2.01%
Utilities
1.15%
Not Classified
1.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.53%
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