Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.50%
Stock 91.45%
Bond 0.00%
Convertible 0.00%
Preferred 8.05%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 72.81%
Mid 16.10%
Small 11.09%
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Region Exposure

% Developed Markets: 49.81%    % Emerging Markets: 50.18%    % Unidentified Markets: 0.01%

Americas 11.33%
0.66%
Canada -0.39%
United States 1.06%
10.67%
Brazil 5.06%
Chile 0.61%
Mexico 1.91%
Peru 1.95%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.72%
United Kingdom 1.00%
3.09%
Greece 0.60%
2.81%
Turkey 1.96%
11.82%
Egypt 0.79%
Saudi Arabia 2.13%
South Africa 6.77%
United Arab Emirates 2.13%
Greater Asia 69.94%
Japan 0.00%
0.00%
42.24%
Hong Kong 7.95%
Singapore 1.07%
South Korea 13.83%
Taiwan 19.39%
27.70%
China 13.27%
India 9.68%
Indonesia 1.11%
Pakistan 0.61%
Philippines 1.55%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
48.69%
Materials
5.01%
Consumer Discretionary
16.05%
Financials
23.60%
Real Estate
4.02%
Sensitive
40.61%
Communication Services
1.57%
Energy
0.00%
Industrials
8.83%
Information Technology
30.21%
Defensive
10.26%
Consumer Staples
4.94%
Health Care
4.21%
Utilities
1.12%
Not Classified
0.44%
Non Classified Equity
0.44%
Not Classified - Non Equity
0.00%
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