Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.52%
Stock 95.14%
Bond 0.24%
Convertible 0.00%
Preferred 2.37%
Other 1.73%
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Market Capitalization

As of March 31, 2026
Large 89.39%
Mid 7.93%
Small 2.68%
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Region Exposure

% Developed Markets: 47.65%    % Emerging Markets: 51.83%    % Unidentified Markets: 0.52%

Americas 17.88%
3.08%
Canada 1.20%
United States 1.88%
14.80%
Brazil 8.71%
Mexico 3.32%
Peru 1.59%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.60%
United Kingdom 0.00%
4.24%
France 0.50%
Greece 1.63%
Netherlands 1.48%
Switzerland 0.62%
2.72%
Czech Republic 0.24%
Poland 1.51%
Turkey 0.38%
3.64%
Saudi Arabia 2.10%
South Africa 0.43%
United Arab Emirates 1.11%
Greater Asia 70.99%
Japan 0.00%
0.00%
39.22%
Hong Kong 7.01%
Singapore 1.00%
South Korea 12.13%
Taiwan 19.08%
31.78%
China 14.85%
India 14.41%
Indonesia 1.39%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
39.93%
Materials
5.84%
Consumer Discretionary
13.00%
Financials
20.37%
Real Estate
0.71%
Sensitive
51.44%
Communication Services
5.36%
Energy
5.64%
Industrials
8.58%
Information Technology
31.87%
Defensive
8.06%
Consumer Staples
3.19%
Health Care
3.87%
Utilities
1.00%
Not Classified
0.57%
Non Classified Equity
0.21%
Not Classified - Non Equity
0.37%
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