Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.12%
Stock 94.70%
Bond 0.63%
Convertible 0.00%
Preferred 2.32%
Other 0.23%
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Market Capitalization

As of March 31, 2026
Large 72.33%
Mid 16.61%
Small 11.06%
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Region Exposure

% Developed Markets: 44.30%    % Emerging Markets: 54.20%    % Unidentified Markets: 1.50%

Americas 13.27%
3.59%
Canada 1.01%
United States 2.59%
9.68%
Argentina 0.25%
Brazil 5.23%
Chile 0.23%
Colombia 0.03%
Mexico 2.73%
Peru 0.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.44%
United Kingdom 1.22%
3.91%
Greece 1.30%
Ireland 0.11%
Netherlands 0.35%
Portugal 0.23%
Switzerland 0.16%
3.51%
Czech Republic 0.31%
Poland 1.27%
Turkey 1.16%
9.79%
Egypt 0.57%
Nigeria 1.79%
Qatar 0.02%
Saudi Arabia 0.71%
South Africa 3.86%
United Arab Emirates 1.76%
Greater Asia 66.78%
Japan 0.19%
0.00%
33.50%
Hong Kong 3.13%
Singapore 0.35%
South Korea 14.15%
Taiwan 15.87%
33.10%
China 13.14%
India 6.89%
Indonesia 2.62%
Kazakhstan 2.32%
Malaysia 0.71%
Pakistan 0.79%
Philippines 2.50%
Thailand 1.44%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
44.75%
Materials
6.23%
Consumer Discretionary
10.06%
Financials
24.82%
Real Estate
3.63%
Sensitive
43.06%
Communication Services
3.92%
Energy
5.29%
Industrials
11.94%
Information Technology
21.92%
Defensive
9.74%
Consumer Staples
6.04%
Health Care
3.51%
Utilities
0.19%
Not Classified
2.45%
Non Classified Equity
1.31%
Not Classified - Non Equity
1.13%
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