Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.73%
Stock 92.81%
Bond 0.00%
Convertible 0.00%
Preferred 2.99%
Other 1.48%
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Market Capitalization

As of March 31, 2026
Large 90.95%
Mid 4.99%
Small 4.06%
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Region Exposure

% Developed Markets: 39.49%    % Emerging Markets: 57.76%    % Unidentified Markets: 2.75%

Americas 14.07%
0.00%
United States 0.00%
14.07%
Brazil 9.23%
Mexico 4.84%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.32%
United Kingdom 0.00%
0.49%
0.52%
Turkey 0.52%
4.31%
Saudi Arabia 0.80%
South Africa 3.51%
Greater Asia 77.87%
Japan 0.00%
0.00%
39.01%
Hong Kong 3.64%
Singapore 1.59%
South Korea 13.25%
Taiwan 20.53%
38.86%
China 22.71%
India 13.59%
Indonesia 0.42%
Thailand 2.13%
Unidentified Region 2.75%

Stock Sector Exposure

Cyclical
34.41%
Materials
4.97%
Consumer Discretionary
11.00%
Financials
17.19%
Real Estate
1.25%
Sensitive
55.72%
Communication Services
10.70%
Energy
6.80%
Industrials
5.26%
Information Technology
32.96%
Defensive
9.87%
Consumer Staples
4.99%
Health Care
4.88%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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