Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.70%
Stock 96.20%
Bond 0.22%
Convertible 0.00%
Preferred 0.74%
Other 2.14%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 93.33%
Mid 5.38%
Small 1.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 41.28%    % Emerging Markets: 57.90%    % Unidentified Markets: 0.82%

Americas 17.85%
2.31%
United States 2.31%
15.54%
Brazil 9.74%
Chile 0.00%
Mexico 3.90%
Peru 1.90%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.46%
United Kingdom 2.16%
0.89%
Portugal 0.89%
0.38%
3.03%
Saudi Arabia 1.10%
South Africa 1.94%
Greater Asia 74.87%
Japan 0.00%
0.00%
35.93%
Hong Kong 7.34%
Singapore 0.49%
South Korea 12.23%
Taiwan 15.86%
38.95%
China 21.62%
India 8.09%
Indonesia 4.37%
Philippines 1.01%
Thailand 3.84%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
46.85%
Materials
8.88%
Consumer Discretionary
14.31%
Financials
23.31%
Real Estate
0.34%
Sensitive
44.37%
Communication Services
10.78%
Energy
3.79%
Industrials
3.47%
Information Technology
26.33%
Defensive
8.12%
Consumer Staples
6.60%
Health Care
0.58%
Utilities
0.94%
Not Classified
0.65%
Non Classified Equity
0.13%
Not Classified - Non Equity
0.52%
As of January 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