Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.72%
Stock 92.60%
Bond 0.74%
Convertible 0.00%
Preferred 5.86%
Other 0.07%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 97.75%
Mid 2.14%
Small 0.11%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 51.43%    % Emerging Markets: 47.78%    % Unidentified Markets: 0.79%

Americas 14.32%
1.82%
United States 1.82%
12.50%
Brazil 6.43%
Mexico 3.30%
Peru 2.15%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.46%
United Kingdom 5.66%
0.00%
0.37%
Poland 0.37%
5.43%
South Africa 4.40%
United Arab Emirates 1.03%
Greater Asia 73.44%
Japan 0.00%
0.00%
42.93%
Hong Kong 7.83%
South Korea 15.79%
Taiwan 19.31%
30.51%
China 15.82%
India 11.51%
Indonesia 1.12%
Philippines 1.00%
Thailand 1.06%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
44.69%
Materials
5.38%
Consumer Discretionary
11.63%
Financials
26.66%
Real Estate
1.03%
Sensitive
41.80%
Communication Services
5.75%
Energy
0.00%
Industrials
5.63%
Information Technology
30.42%
Defensive
12.06%
Consumer Staples
10.16%
Health Care
1.89%
Utilities
0.00%
Not Classified
1.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.45%
As of March 31, 2026
View Region Exposure
Start Trial

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