Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.03%
Stock 93.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 6.41%
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Market Capitalization

As of March 31, 2026
Large 91.45%
Mid 6.21%
Small 2.34%
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Region Exposure

% Developed Markets: 49.12%    % Emerging Markets: 44.47%    % Unidentified Markets: 6.41%

Americas 12.56%
1.94%
United States 1.94%
10.61%
Brazil 6.18%
Mexico 2.30%
Peru 2.14%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.90%
United Kingdom 1.83%
0.00%
0.00%
Russia 0.00%
3.06%
South Africa 3.06%
Greater Asia 76.13%
Japan 0.00%
0.00%
45.34%
Hong Kong 3.09%
Singapore 1.28%
South Korea 19.31%
Taiwan 21.66%
30.79%
China 16.92%
India 12.19%
Philippines 0.93%
Thailand 0.75%
Unidentified Region 6.41%

Stock Sector Exposure

Cyclical
45.76%
Materials
9.31%
Consumer Discretionary
9.20%
Financials
26.50%
Real Estate
0.74%
Sensitive
49.60%
Communication Services
7.39%
Energy
3.59%
Industrials
7.79%
Information Technology
30.83%
Defensive
4.64%
Consumer Staples
3.48%
Health Care
1.16%
Utilities
0.00%
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