Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.11%
Stock 87.98%
Bond 1.49%
Convertible 0.00%
Preferred 7.34%
Other 2.09%
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Market Capitalization

As of March 31, 2026
Large 98.01%
Mid 1.91%
Small 0.08%
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Region Exposure

% Developed Markets: 37.02%    % Emerging Markets: 61.93%    % Unidentified Markets: 1.05%

Americas 32.39%
5.38%
United States 5.38%
27.01%
Brazil 24.03%
Mexico 2.99%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.50%
United Kingdom 4.60%
8.18%
Austria 0.79%
Belgium 0.34%
France 4.42%
Greece 1.26%
Italy 0.30%
Switzerland 1.07%
1.82%
Poland 0.90%
7.90%
Saudi Arabia 2.25%
South Africa 0.64%
United Arab Emirates 5.02%
Greater Asia 44.06%
Japan 0.00%
0.00%
13.85%
Hong Kong 2.27%
Singapore 3.72%
South Korea 2.00%
Taiwan 5.86%
30.21%
China 2.96%
India 22.39%
Indonesia 2.21%
Philippines 1.03%
Thailand 1.63%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
27.93%
Materials
1.61%
Consumer Discretionary
0.23%
Financials
25.66%
Real Estate
0.43%
Sensitive
44.82%
Communication Services
7.92%
Energy
19.39%
Industrials
11.52%
Information Technology
5.99%
Defensive
24.71%
Consumer Staples
11.46%
Health Care
1.30%
Utilities
11.96%
Not Classified
2.54%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.54%
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