Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.81%
Stock 94.90%
Bond 0.00%
Convertible 0.00%
Preferred 1.69%
Other -0.40%
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Market Capitalization

As of April 30, 2026
Large 35.39%
Mid 28.38%
Small 36.22%
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Region Exposure

% Developed Markets: 46.36%    % Emerging Markets: 50.84%    % Unidentified Markets: 2.79%

Americas 8.86%
0.00%
8.86%
Brazil 2.74%
Mexico 6.13%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.31%
United Kingdom 0.00%
0.00%
0.00%
4.31%
Saudi Arabia 2.29%
United Arab Emirates 2.03%
Greater Asia 84.03%
Japan 0.00%
0.00%
44.34%
Hong Kong 2.15%
Singapore 0.77%
South Korea 18.86%
Taiwan 22.55%
39.69%
China 10.99%
India 17.37%
Indonesia 1.78%
Malaysia 1.67%
Philippines 5.69%
Unidentified Region 2.79%

Stock Sector Exposure

Cyclical
29.94%
Materials
3.18%
Consumer Discretionary
10.78%
Financials
11.11%
Real Estate
4.87%
Sensitive
53.21%
Communication Services
0.35%
Energy
0.00%
Industrials
21.61%
Information Technology
31.25%
Defensive
16.85%
Consumer Staples
12.51%
Health Care
4.34%
Utilities
0.00%
Not Classified
0.00%
Non Classified 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