Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 93.65%
Bond 0.00%
Convertible 0.00%
Preferred 2.23%
Other 4.12%
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Market Capitalization

As of March 31, 2026
Large 92.97%
Mid 6.79%
Small 0.24%
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Region Exposure

% Developed Markets: 42.88%    % Emerging Markets: 53.00%    % Unidentified Markets: 4.12%

Americas 9.76%
0.77%
United States 0.77%
8.99%
Brazil 5.59%
Chile 0.69%
Mexico 2.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.61%
United Kingdom 0.00%
0.00%
2.80%
Poland 2.23%
Turkey 0.43%
5.82%
Saudi Arabia 1.93%
South Africa 2.90%
United Arab Emirates 0.98%
Greater Asia 77.51%
Japan 0.00%
0.15%
Australia 0.15%
40.77%
Hong Kong 5.04%
South Korea 15.03%
Taiwan 20.70%
36.60%
China 20.28%
India 11.19%
Indonesia 1.97%
Malaysia 0.83%
Philippines 0.24%
Thailand 2.09%
Unidentified Region 4.12%

Stock Sector Exposure

Cyclical
39.20%
Materials
7.67%
Consumer Discretionary
6.12%
Financials
24.58%
Real Estate
0.83%
Sensitive
50.52%
Communication Services
6.76%
Energy
6.03%
Industrials
9.41%
Information Technology
28.32%
Defensive
6.50%
Consumer Staples
2.68%
Health Care
1.82%
Utilities
2.00%
Not Classified
3.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.77%
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