Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.50%
Stock 92.98%
Bond 0.85%
Convertible 0.00%
Preferred 3.91%
Other 1.76%
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Market Capitalization

As of April 30, 2026
Large 93.05%
Mid 6.57%
Small 0.38%
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Region Exposure

% Developed Markets: 52.36%    % Emerging Markets: 46.82%    % Unidentified Markets: 0.82%

Americas 9.11%
1.15%
United States 1.15%
7.96%
Brazil 4.73%
Chile 0.45%
Colombia 0.19%
Mexico 1.84%
Peru 0.37%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.22%
United Kingdom 0.17%
1.90%
Greece 0.38%
Ireland 1.52%
2.22%
Czech Republic 0.11%
Poland 1.09%
Turkey 0.66%
7.92%
Egypt 0.09%
Qatar 0.52%
Saudi Arabia 2.46%
South Africa 2.98%
United Arab Emirates 1.26%
Greater Asia 77.86%
Japan 0.00%
0.00%
46.38%
Hong Kong 3.62%
Singapore 0.01%
South Korea 18.97%
Taiwan 23.78%
31.48%
China 18.04%
India 9.57%
Indonesia 0.86%
Malaysia 1.47%
Philippines 0.26%
Thailand 1.28%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
37.45%
Materials
5.57%
Consumer Discretionary
10.59%
Financials
20.31%
Real Estate
0.99%
Sensitive
53.80%
Communication Services
6.77%
Energy
4.56%
Industrials
7.36%
Information Technology
35.12%
Defensive
7.06%
Consumer Staples
2.30%
Health Care
2.56%
Utilities
2.19%
Not Classified
1.69%
Non Classified Equity
0.38%
Not Classified - Non Equity
1.31%
As of April 30, 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