Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.21%
Stock 89.83%
Bond 4.53%
Convertible 0.00%
Preferred 0.43%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 92.82%
Mid 4.60%
Small 2.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 51.83%    % Emerging Markets: 43.33%    % Unidentified Markets: 4.84%

Americas 15.68%
5.70%
United States 5.70%
9.98%
Brazil 4.35%
Chile 0.43%
Mexico 1.26%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.21%
United Kingdom 0.54%
0.04%
Switzerland 0.04%
1.46%
Poland 0.72%
Turkey 0.74%
6.17%
Egypt 0.68%
South Africa 4.34%
United Arab Emirates 1.14%
Greater Asia 71.26%
Japan 0.00%
0.00%
43.81%
Hong Kong 5.39%
Singapore 0.96%
South Korea 17.77%
Taiwan 19.68%
27.45%
China 18.97%
India 6.20%
Kazakhstan 1.18%
Malaysia 1.10%
Unidentified Region 4.84%

Stock Sector Exposure

Cyclical
30.58%
Materials
7.69%
Consumer Discretionary
8.16%
Financials
13.57%
Real Estate
1.16%
Sensitive
54.23%
Communication Services
7.46%
Energy
4.23%
Industrials
8.14%
Information Technology
34.40%
Defensive
5.20%
Consumer Staples
2.55%
Health Care
2.65%
Utilities
0.00%
Not Classified
10.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.00%
As of March 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