Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.43%
Stock 90.72%
Bond 5.24%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Market Capitalization

As of March 31, 2026
Large 98.43%
Mid 1.57%
Small 0.00%
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Region Exposure

% Developed Markets: 68.81%    % Emerging Markets: 27.26%    % Unidentified Markets: 3.93%

Americas 7.71%
7.02%
United States 7.02%
0.69%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.05%
United Kingdom 1.05%
0.00%
0.00%
0.00%
Greater Asia 87.31%
Japan 0.85%
1.13%
Australia 1.13%
58.07%
Hong Kong 3.01%
South Korea 20.93%
Taiwan 34.13%
27.26%
China 22.39%
India 4.32%
Thailand 0.54%
Unidentified Region 3.93%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
10.09%
Materials
6.16%
Consumer Discretionary
2.88%
Financials
1.05%
Real Estate
0.00%
Sensitive
76.07%
Communication Services
4.40%
Energy
1.48%
Industrials
21.51%
Information Technology
48.67%
Defensive
2.81%
Consumer Staples
0.00%
Health Care
2.81%
Utilities
0.00%
Not Classified
11.03%
Non Classified Equity
1.47%
Not Classified - Non Equity
9.57%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 99.99%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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