Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.34%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 2.23%
Other 0.34%
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Market Capitalization

As of March 31, 2026
Large 67.44%
Mid 13.19%
Small 19.38%
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Region Exposure

% Developed Markets: 48.22%    % Emerging Markets: 51.81%    % Unidentified Markets: -0.04%

Americas 7.59%
0.02%
United States 0.02%
7.57%
Brazil 4.62%
Chile 0.66%
Colombia 0.35%
Mexico 1.71%
Peru 0.20%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.42%
United Kingdom 0.00%
1.47%
Greece 0.62%
Ireland 0.32%
Netherlands 0.34%
2.21%
Poland 1.40%
Turkey 0.75%
8.74%
Egypt 0.30%
Qatar 0.82%
Saudi Arabia 2.79%
South Africa 3.14%
United Arab Emirates 1.17%
Greater Asia 80.03%
Japan 0.00%
0.00%
44.20%
Hong Kong 4.97%
Singapore 0.17%
South Korea 16.65%
Taiwan 22.41%
35.83%
China 19.71%
India 12.34%
Indonesia 1.12%
Malaysia 1.08%
Philippines 0.61%
Thailand 0.97%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
40.20%
Materials
7.00%
Consumer Discretionary
10.43%
Financials
21.46%
Real Estate
1.31%
Sensitive
50.89%
Communication Services
7.59%
Energy
4.51%
Industrials
6.71%
Information Technology
32.08%
Defensive
8.74%
Consumer Staples
3.69%
Health Care
2.73%
Utilities
2.31%
Not Classified
0.17%
Non Classified Equity
0.17%
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