Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.61%
Stock 96.42%
Bond 0.13%
Convertible 0.00%
Preferred 2.01%
Other 0.83%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 47.28%    % Emerging Markets: 51.72%    % Unidentified Markets: 1.01%

Americas 8.67%
0.81%
Canada 0.10%
United States 0.71%
7.85%
Brazil 4.67%
Chile 0.58%
Colombia 0.18%
Mexico 1.99%
Peru 0.25%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.58%
United Kingdom 0.01%
1.52%
Belgium 0.03%
Greece 0.52%
Ireland 0.60%
Netherlands 0.10%
Spain 0.00%
Switzerland 0.16%
2.24%
Czech Republic 0.12%
Poland 1.11%
Turkey 0.72%
8.81%
Egypt 0.08%
Qatar 0.59%
Saudi Arabia 3.05%
South Africa 3.13%
United Arab Emirates 1.29%
Greater Asia 77.74%
Japan 0.00%
0.03%
Australia 0.03%
42.15%
Hong Kong 3.58%
Singapore 0.31%
South Korea 15.78%
Taiwan 22.48%
35.55%
China 18.26%
India 13.16%
Indonesia 1.05%
Malaysia 1.40%
Philippines 0.42%
Thailand 1.27%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
39.28%
Materials
7.37%
Consumer Discretionary
10.31%
Financials
19.85%
Real Estate
1.76%
Sensitive
50.59%
Communication Services
7.21%
Energy
3.96%
Industrials
8.30%
Information Technology
31.13%
Defensive
9.74%
Consumer Staples
3.44%
Health Care
3.94%
Utilities
2.35%
Not Classified
0.39%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.28%
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