Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.36%
Stock 95.77%
Bond 1.17%
Convertible 0.00%
Preferred 0.88%
Other 1.81%
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Market Capitalization

As of March 31, 2026
Large 92.44%
Mid 6.75%
Small 0.81%
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Region Exposure

% Developed Markets: 45.39%    % Emerging Markets: 52.81%    % Unidentified Markets: 1.79%

Americas 18.85%
3.31%
Canada 0.00%
United States 3.31%
15.54%
Argentina 0.80%
Brazil 5.90%
Mexico 4.77%
Peru 4.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.90%
United Kingdom 0.46%
3.87%
Austria 0.34%
Greece 1.36%
Ireland 0.38%
Netherlands 0.00%
Switzerland 0.00%
2.44%
Turkey 1.26%
10.13%
Egypt 0.71%
Saudi Arabia 1.40%
South Africa 5.79%
United Arab Emirates 2.23%
Greater Asia 62.46%
Japan 0.51%
0.00%
35.01%
Hong Kong 2.36%
Singapore 0.00%
South Korea 15.75%
Taiwan 16.90%
26.94%
China 14.52%
India 8.67%
Indonesia 2.80%
Malaysia 0.48%
Philippines 0.26%
Thailand 0.21%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
40.41%
Materials
6.34%
Consumer Discretionary
9.98%
Financials
22.37%
Real Estate
1.72%
Sensitive
51.46%
Communication Services
7.95%
Energy
3.53%
Industrials
10.53%
Information Technology
29.46%
Defensive
5.84%
Consumer Staples
3.61%
Health Care
1.97%
Utilities
0.26%
Not Classified
2.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.30%
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