Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.70%
Stock 94.42%
Bond 0.39%
Convertible 0.00%
Preferred 4.49%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 96.84%
Mid 2.90%
Small 0.26%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 48.46%    % Emerging Markets: 50.86%    % Unidentified Markets: 0.68%

Americas 8.05%
0.41%
United States 0.41%
7.64%
Brazil 7.47%
Chile 0.17%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.15%
United Kingdom 0.00%
0.00%
6.24%
Poland 4.01%
Turkey 1.29%
8.91%
Qatar 0.27%
Saudi Arabia 0.22%
South Africa 5.23%
United Arab Emirates 3.19%
Greater Asia 76.12%
Japan 0.00%
0.00%
44.58%
Hong Kong 3.96%
South Korea 17.87%
Taiwan 22.75%
31.53%
China 22.68%
India 8.22%
Indonesia 0.63%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
35.38%
Materials
2.90%
Consumer Discretionary
6.08%
Financials
23.45%
Real Estate
2.95%
Sensitive
62.00%
Communication Services
12.63%
Energy
8.80%
Industrials
6.74%
Information Technology
33.84%
Defensive
1.81%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.81%
Not Classified
0.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.81%
As of March 31, 2026
View Region Exposure
Start Trial

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