Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.39%
Stock 94.43%
Bond 0.01%
Convertible 0.00%
Preferred 2.13%
Other 0.04%
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Market Capitalization

As of March 31, 2026
Large 93.51%
Mid 4.72%
Small 1.77%
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Region Exposure

% Developed Markets: 52.64%    % Emerging Markets: 43.96%    % Unidentified Markets: 3.40%

Americas 9.94%
2.46%
Canada 0.00%
United States 2.46%
7.48%
Brazil 6.35%
Chile 0.03%
Colombia 0.01%
Mexico 1.07%
Peru 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.62%
United Kingdom 0.50%
0.83%
Belgium 0.00%
Greece 0.79%
Ireland 0.03%
Netherlands 0.00%
Spain 0.00%
Switzerland 0.01%
2.13%
Czech Republic 0.01%
Poland 0.93%
Turkey 0.03%
7.16%
Egypt 0.00%
Qatar 0.03%
Saudi Arabia 3.46%
South Africa 2.05%
United Arab Emirates 1.59%
Greater Asia 76.04%
Japan 0.00%
0.00%
Australia 0.00%
47.18%
Hong Kong 9.66%
Singapore 0.01%
South Korea 15.57%
Taiwan 21.94%
28.86%
China 13.24%
India 13.17%
Indonesia 0.82%
Malaysia 0.07%
Philippines 1.50%
Thailand 0.06%
Unidentified Region 3.40%

Stock Sector Exposure

Cyclical
37.31%
Materials
4.72%
Consumer Discretionary
7.27%
Financials
24.49%
Real Estate
0.83%
Sensitive
54.44%
Communication Services
11.01%
Energy
2.28%
Industrials
9.36%
Information Technology
31.79%
Defensive
8.22%
Consumer Staples
1.73%
Health Care
2.47%
Utilities
4.02%
Not Classified
0.02%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.01%
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