Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.36%
Stock 90.97%
Bond 1.86%
Convertible 0.00%
Preferred 3.62%
Other 2.18%
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Market Capitalization

As of March 31, 2026
Large 75.90%
Mid 17.09%
Small 7.01%
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Region Exposure

% Developed Markets: 43.72%    % Emerging Markets: 53.63%    % Unidentified Markets: 2.66%

Americas 23.15%
3.69%
United States 3.69%
19.46%
Argentina 0.12%
Brazil 13.32%
Chile 0.07%
Mexico 4.36%
Peru 1.24%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.26%
United Kingdom 0.97%
6.38%
Austria 0.16%
Belgium 0.07%
France 0.93%
Greece 1.44%
Ireland 0.74%
Italy 0.06%
Netherlands 0.69%
Sweden 0.60%
Switzerland 0.94%
2.10%
Poland 1.02%
Turkey 0.32%
4.81%
Saudi Arabia 1.61%
South Africa 1.70%
United Arab Emirates 1.50%
Greater Asia 59.93%
Japan 0.00%
0.00%
30.82%
Hong Kong 3.44%
Singapore 3.10%
South Korea 10.60%
Taiwan 13.68%
29.11%
China 11.86%
India 11.04%
Indonesia 2.01%
Kazakhstan 0.54%
Malaysia 1.49%
Philippines 0.22%
Thailand 1.96%
Unidentified Region 2.66%

Stock Sector Exposure

Cyclical
36.56%
Materials
5.85%
Consumer Discretionary
6.93%
Financials
22.82%
Real Estate
0.96%
Sensitive
47.37%
Communication Services
5.56%
Energy
7.18%
Industrials
15.72%
Information Technology
18.92%
Defensive
10.78%
Consumer Staples
4.70%
Health Care
2.28%
Utilities
3.80%
Not Classified
5.29%
Non Classified Equity
0.54%
Not Classified - Non Equity
4.75%
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