Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.84%
Stock 97.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other 0.56%
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Market Capitalization

As of March 31, 2026
Large 94.10%
Mid 4.76%
Small 1.14%
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Region Exposure

% Developed Markets: 48.00%    % Emerging Markets: 51.44%    % Unidentified Markets: 0.56%

Americas 14.69%
0.64%
Canada 0.78%
United States -0.14%
14.05%
Brazil 9.03%
Colombia 0.42%
Mexico 1.52%
Peru 1.30%
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 0.16%
2.97%
Austria 0.17%
Greece 1.49%
Spain 0.95%
1.42%
Poland 0.54%
Turkey 0.15%
4.26%
Saudi Arabia 0.87%
South Africa 2.52%
United Arab Emirates 0.87%
Greater Asia 75.96%
Japan 0.00%
0.00%
42.77%
Hong Kong 5.57%
Singapore 0.54%
South Korea 15.29%
Taiwan 21.38%
33.18%
China 21.07%
India 9.16%
Indonesia 1.55%
Kazakhstan 0.11%
Malaysia 0.14%
Philippines 0.24%
Thailand 0.76%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
39.19%
Materials
2.03%
Consumer Discretionary
9.93%
Financials
26.68%
Real Estate
0.56%
Sensitive
57.15%
Communication Services
8.84%
Energy
5.86%
Industrials
7.64%
Information Technology
34.81%
Defensive
3.66%
Consumer Staples
2.48%
Health Care
0.10%
Utilities
1.07%
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