Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.72%
Stock 90.57%
Bond 0.00%
Convertible 0.00%
Preferred 8.49%
Other 0.22%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 93.40%
Mid 5.54%
Small 1.05%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 42.54%    % Emerging Markets: 57.49%    % Unidentified Markets: -0.04%

Americas 15.68%
1.65%
Canada 0.86%
United States 0.79%
14.03%
Brazil 9.52%
Mexico 3.91%
Peru 0.60%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.86%
United Kingdom 1.49%
1.24%
Portugal 1.24%
0.00%
9.12%
Saudi Arabia 4.45%
South Africa 1.26%
United Arab Emirates 3.42%
Greater Asia 72.49%
Japan 0.00%
0.00%
34.74%
Hong Kong 6.98%
South Korea 12.77%
Taiwan 14.99%
37.75%
China 20.78%
India 8.32%
Indonesia 4.16%
Kazakhstan 0.61%
Malaysia 1.36%
Philippines 1.37%
Thailand 1.15%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
39.67%
Materials
6.35%
Consumer Discretionary
10.92%
Financials
20.98%
Real Estate
1.42%
Sensitive
49.21%
Communication Services
13.10%
Energy
7.34%
Industrials
5.55%
Information Technology
23.21%
Defensive
10.50%
Consumer Staples
6.55%
Health Care
2.51%
Utilities
1.45%
Not Classified
0.62%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.00%
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