Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.04%
Stock 95.97%
Bond 0.10%
Convertible 0.00%
Preferred 2.22%
Other 0.67%
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Market Capitalization

As of March 31, 2026
Large 94.69%
Mid 4.82%
Small 0.49%
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Region Exposure

% Developed Markets: 46.23%    % Emerging Markets: 53.15%    % Unidentified Markets: 0.62%

Americas 10.48%
1.12%
Canada 0.07%
United States 1.04%
9.36%
Brazil 5.66%
Chile 0.17%
Colombia 0.23%
Mexico 2.27%
Peru 0.51%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.41%
United Kingdom 0.06%
1.87%
Finland 0.00%
France 0.01%
Germany 0.01%
Greece 1.07%
Ireland 0.59%
Netherlands 0.01%
Norway 0.01%
Spain 0.00%
Sweden 0.03%
Switzerland 0.00%
1.28%
Poland 0.41%
Turkey 0.25%
7.19%
Qatar 0.42%
Saudi Arabia 2.32%
South Africa 3.43%
United Arab Emirates 0.83%
Greater Asia 78.49%
Japan 0.01%
0.05%
Australia 0.04%
41.32%
Hong Kong 3.27%
Singapore 0.04%
South Korea 15.73%
Taiwan 22.28%
37.12%
China 21.82%
India 12.10%
Indonesia 1.05%
Kazakhstan 0.05%
Malaysia 0.65%
Philippines 0.10%
Thailand 1.35%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
38.14%
Materials
6.05%
Consumer Discretionary
10.61%
Financials
21.01%
Real Estate
0.47%
Sensitive
53.15%
Communication Services
8.47%
Energy
5.07%
Industrials
7.19%
Information Technology
32.41%
Defensive
7.73%
Consumer Staples
3.37%
Health Care
2.50%
Utilities
1.86%
Not Classified
0.98%
Non Classified Equity
0.05%
Not Classified - Non Equity
0.93%
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