Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.21%
Stock 95.86%
Bond 0.11%
Convertible 0.00%
Preferred 1.94%
Other 1.89%
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Market Capitalization

As of April 30, 2026
Large 89.89%
Mid 7.53%
Small 2.59%
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Region Exposure

% Developed Markets: 52.20%    % Emerging Markets: 47.59%    % Unidentified Markets: 0.21%

Americas 16.14%
2.41%
Canada 1.23%
United States 1.19%
13.72%
Brazil 8.11%
Mexico 3.06%
Peru 1.38%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.75%
United Kingdom 0.00%
3.48%
Greece 1.45%
Netherlands 1.46%
Switzerland 0.57%
3.02%
Czech Republic 0.35%
Poland 1.51%
Turkey 0.52%
3.25%
Saudi Arabia 1.88%
United Arab Emirates 1.37%
Greater Asia 73.90%
Japan 0.00%
0.00%
44.93%
Hong Kong 6.58%
Singapore 2.21%
South Korea 14.63%
Taiwan 21.51%
28.97%
China 12.77%
India 14.00%
Indonesia 1.11%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
37.17%
Materials
5.27%
Consumer Discretionary
11.29%
Financials
19.71%
Real Estate
0.90%
Sensitive
55.52%
Communication Services
4.75%
Energy
5.04%
Industrials
8.56%
Information Technology
37.17%
Defensive
6.96%
Consumer Staples
3.48%
Health Care
3.30%
Utilities
0.18%
Not Classified
0.35%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.16%
As of April 30, 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