Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 98.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.31%
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Market Capitalization

As of March 31, 2026
Large 89.85%
Mid 8.25%
Small 1.90%
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Region Exposure

% Developed Markets: 42.36%    % Emerging Markets: 56.33%    % Unidentified Markets: 1.31%

Americas 18.99%
0.00%
18.99%
Brazil 3.20%
Mexico 6.55%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.80%
United Kingdom 3.56%
0.00%
0.00%
5.23%
South Africa 5.23%
Greater Asia 70.90%
Japan 3.58%
0.00%
30.58%
Hong Kong 10.93%
Singapore 6.56%
South Korea 3.64%
Taiwan 9.46%
36.75%
China 13.30%
India 15.95%
Indonesia 4.51%
Thailand 2.99%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
52.69%
Materials
0.00%
Consumer Discretionary
24.90%
Financials
27.79%
Real Estate
0.00%
Sensitive
32.35%
Communication Services
10.66%
Energy
0.00%
Industrials
3.80%
Information Technology
17.88%
Defensive
14.96%
Consumer Staples
13.28%
Health Care
1.69%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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