Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.22%
Stock 93.81%
Bond 1.63%
Convertible 0.00%
Preferred 2.16%
Other -0.83%
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Market Capitalization

As of March 31, 2026
Large 93.68%
Mid 5.83%
Small 0.49%
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Region Exposure

% Developed Markets: 51.04%    % Emerging Markets: 48.10%    % Unidentified Markets: 0.86%

Americas 10.80%
3.06%
Canada 0.04%
United States 3.02%
7.74%
Brazil 4.69%
Chile 0.51%
Colombia 0.16%
Mexico 1.96%
Peru 0.27%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.04%
United Kingdom 0.00%
3.89%
Greece 0.47%
Ireland 0.67%
Netherlands 0.11%
Switzerland 2.52%
2.77%
Czech Republic 0.13%
Poland 1.01%
Russia 0.88%
Turkey 0.45%
8.38%
Egypt 0.07%
Qatar 0.57%
Saudi Arabia 2.90%
South Africa 2.95%
United Arab Emirates 1.27%
Greater Asia 73.30%
Japan 0.00%
0.04%
Australia 0.04%
41.44%
Hong Kong 3.61%
Singapore 0.33%
South Korea 15.49%
Taiwan 22.02%
31.83%
China 16.08%
India 12.30%
Indonesia 0.87%
Malaysia 1.17%
Philippines 0.34%
Thailand 1.07%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
39.37%
Materials
6.24%
Consumer Discretionary
9.88%
Financials
22.14%
Real Estate
1.11%
Sensitive
48.86%
Communication Services
7.57%
Energy
3.96%
Industrials
6.35%
Information Technology
30.98%
Defensive
7.62%
Consumer Staples
2.75%
Health Care
2.74%
Utilities
2.12%
Not Classified
4.15%
Non Classified Equity
0.92%
Not Classified - Non Equity
3.23%
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