Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.37%
Stock 91.88%
Bond 2.24%
Convertible 0.00%
Preferred 4.06%
Other 0.44%
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Market Capitalization

As of March 31, 2026
Large 85.59%
Mid 9.02%
Small 5.39%
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Region Exposure

% Developed Markets: 58.86%    % Emerging Markets: 38.38%    % Unidentified Markets: 2.77%

Americas 2.26%
2.26%
United States 2.26%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.52%
United Kingdom 0.00%
0.52%
Ireland 0.52%
0.00%
0.00%
Greater Asia 94.45%
Japan 0.00%
1.22%
Australia 1.22%
54.85%
Hong Kong 4.16%
Singapore 3.62%
South Korea 18.49%
Taiwan 28.57%
38.38%
China 25.99%
India 9.52%
Indonesia 1.65%
Philippines 1.22%
Unidentified Region 2.77%

Stock Sector Exposure

Cyclical
30.03%
Materials
5.02%
Consumer Discretionary
9.62%
Financials
15.39%
Real Estate
0.00%
Sensitive
59.77%
Communication Services
6.93%
Energy
1.88%
Industrials
13.81%
Information Technology
37.14%
Defensive
5.60%
Consumer Staples
1.76%
Health Care
3.84%
Utilities
0.00%
Not Classified
4.60%
Non Classified Equity
0.82%
Not Classified - Non Equity
3.78%
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