Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.02%
Stock 95.50%
Bond 0.00%
Convertible 0.00%
Preferred 1.44%
Other 0.04%
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Market Capitalization

As of March 31, 2026
Large 92.87%
Mid 6.15%
Small 0.98%
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Region Exposure

% Developed Markets: 51.35%    % Emerging Markets: 48.09%    % Unidentified Markets: 0.56%

Americas 15.32%
2.42%
Canada 1.60%
United States 0.83%
12.90%
Brazil 7.42%
Chile 0.65%
Mexico 2.49%
Peru 0.74%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.75%
United Kingdom 0.15%
2.09%
Germany 0.16%
Greece 0.29%
Netherlands 0.97%
Spain 0.67%
0.67%
Turkey 0.35%
4.85%
Saudi Arabia 1.06%
South Africa 3.15%
United Arab Emirates 0.44%
Greater Asia 76.36%
Japan 0.00%
0.00%
45.03%
Hong Kong 5.41%
Singapore 0.82%
South Korea 16.84%
Taiwan 21.96%
31.33%
China 18.04%
India 10.97%
Indonesia 1.29%
Philippines 0.36%
Thailand 0.67%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
39.87%
Materials
3.67%
Consumer Discretionary
11.68%
Financials
23.53%
Real Estate
1.00%
Sensitive
54.04%
Communication Services
7.59%
Energy
2.72%
Industrials
7.14%
Information Technology
36.59%
Defensive
6.06%
Consumer Staples
2.78%
Health Care
2.35%
Utilities
0.92%
Not Classified
0.02%
Non Classified Equity
0.02%
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