Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.24%
Stock 87.74%
Bond 0.00%
Convertible 0.00%
Preferred 11.02%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 88.22%
Mid 10.45%
Small 1.33%
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Region Exposure

% Developed Markets: 64.15%    % Emerging Markets: 35.85%    % Unidentified Markets: 0.00%

Americas 13.27%
1.49%
Canada 0.40%
United States 1.09%
11.78%
Brazil 6.21%
Mexico 4.27%
Peru 0.53%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.87%
United Kingdom 1.33%
2.99%
Greece 1.64%
Sweden 0.00%
0.63%
Czech Republic 0.27%
Poland 0.00%
Turkey 0.36%
7.92%
Saudi Arabia 3.04%
South Africa 2.31%
United Arab Emirates 2.58%
Greater Asia 73.86%
Japan 0.00%
0.00%
55.76%
South Korea 24.60%
Taiwan 31.16%
18.10%
India 12.97%
Indonesia 2.09%
Kazakhstan 3.04%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
29.48%
Materials
5.78%
Consumer Discretionary
4.55%
Financials
17.02%
Real Estate
2.14%
Sensitive
64.84%
Communication Services
2.33%
Energy
3.76%
Industrials
12.03%
Information Technology
46.72%
Defensive
4.85%
Consumer Staples
1.85%
Health Care
1.62%
Utilities
1.39%
Not Classified
0.83%
Non Classified Equity
0.83%
Not Classified - Non Equity
0.00%
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