Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.56%
Stock 95.21%
Bond 1.27%
Convertible 0.00%
Preferred 0.00%
Other 1.97%
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Market Capitalization

As of March 31, 2026
Large 99.00%
Mid 1.00%
Small 0.00%
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Region Exposure

% Developed Markets: 47.00%    % Emerging Markets: 52.20%    % Unidentified Markets: 0.80%

Americas 16.61%
2.75%
United States 2.75%
13.86%
Brazil 9.17%
Mexico 4.69%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.06%
United Kingdom 0.00%
0.76%
Ireland 0.76%
4.72%
Poland 2.34%
1.58%
Saudi Arabia 1.55%
South Africa 0.02%
Greater Asia 75.52%
Japan 0.00%
0.00%
43.48%
Hong Kong 6.55%
Singapore 2.08%
South Korea 18.16%
Taiwan 16.70%
32.04%
China 21.81%
India 8.99%
Malaysia 1.24%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
39.35%
Materials
8.89%
Consumer Discretionary
8.08%
Financials
21.76%
Real Estate
0.63%
Sensitive
55.17%
Communication Services
8.29%
Energy
5.68%
Industrials
10.86%
Information Technology
30.33%
Defensive
2.92%
Consumer Staples
2.92%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified 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