Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.80%
Stock 90.94%
Bond 2.63%
Convertible 0.00%
Preferred 2.93%
Other 0.70%
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Market Capitalization

As of March 31, 2026
Large 89.92%
Mid 8.76%
Small 1.32%
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Region Exposure

% Developed Markets: 43.52%    % Emerging Markets: 52.98%    % Unidentified Markets: 3.50%

Americas 16.36%
3.83%
United States 3.83%
12.53%
Argentina 0.38%
Brazil 7.50%
Chile 0.20%
Mexico 3.38%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.82%
United Kingdom 0.00%
5.69%
Ireland 1.66%
Netherlands 2.04%
Switzerland 1.10%
3.96%
Poland 1.31%
Turkey 0.96%
6.17%
Saudi Arabia 2.60%
South Africa 2.27%
United Arab Emirates 1.30%
Greater Asia 64.31%
Japan 0.00%
0.00%
31.62%
Hong Kong 4.82%
Singapore 1.51%
South Korea 12.22%
Taiwan 13.07%
32.69%
China 15.84%
India 10.23%
Indonesia 1.02%
Malaysia 1.81%
Thailand 3.79%
Unidentified Region 3.50%

Stock Sector Exposure

Cyclical
47.23%
Materials
9.96%
Consumer Discretionary
11.53%
Financials
24.06%
Real Estate
1.68%
Sensitive
44.60%
Communication Services
5.53%
Energy
6.08%
Industrials
9.64%
Information Technology
23.34%
Defensive
2.70%
Consumer Staples
0.00%
Health Care
1.80%
Utilities
0.90%
Not Classified
5.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.47%
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