Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.29%
Stock 93.67%
Bond 0.00%
Convertible 0.00%
Preferred 4.04%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 93.18%
Mid 5.92%
Small 0.90%
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Region Exposure

% Developed Markets: 51.26%    % Emerging Markets: 48.74%    % Unidentified Markets: 0.00%

Americas 13.32%
1.90%
United States 1.90%
11.42%
Brazil 7.88%
Mexico 3.53%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.07%
United Kingdom 0.00%
6.00%
Greece 1.54%
Ireland 2.24%
Portugal 2.22%
0.15%
Russia 0.15%
4.92%
Qatar 0.76%
Saudi Arabia 1.43%
South Africa 1.08%
United Arab Emirates 1.65%
Greater Asia 75.62%
Japan 0.00%
0.00%
40.95%
Hong Kong 4.63%
South Korea 12.50%
Taiwan 23.42%
34.67%
China 19.95%
India 11.10%
Indonesia 2.75%
Thailand 0.87%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
36.07%
Materials
5.74%
Consumer Discretionary
7.44%
Financials
22.88%
Real Estate
0.00%
Sensitive
55.74%
Communication Services
8.53%
Energy
7.04%
Industrials
6.69%
Information Technology
33.47%
Defensive
8.20%
Consumer Staples
6.52%
Health Care
1.68%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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