Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.14%
Stock 96.46%
Bond 1.03%
Convertible 0.00%
Preferred 1.58%
Other -0.22%
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Market Capitalization

As of April 30, 2026
Large 88.13%
Mid 9.03%
Small 2.84%
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Region Exposure

% Developed Markets: 52.52%    % Emerging Markets: 47.78%    % Unidentified Markets: -0.30%

Americas 7.80%
1.77%
United States 1.77%
6.03%
Brazil 4.00%
Chile 0.28%
Colombia 0.12%
Mexico 1.47%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.58%
United Kingdom 0.02%
0.88%
Greece 0.28%
Ireland 0.24%
Switzerland 0.11%
1.88%
Poland 1.19%
Turkey 0.44%
7.81%
Egypt 0.01%
Qatar 0.63%
Saudi Arabia 2.69%
South Africa 2.77%
United Arab Emirates 1.28%
Greater Asia 81.92%
Japan 0.00%
0.00%
47.35%
Hong Kong 3.33%
Singapore 0.43%
South Korea 18.34%
Taiwan 25.25%
34.57%
China 19.03%
India 11.66%
Indonesia 0.87%
Malaysia 0.95%
Philippines 0.35%
Thailand 1.71%
Unidentified Region -0.30%

Stock Sector Exposure

Cyclical
33.02%
Materials
5.89%
Consumer Discretionary
7.87%
Financials
18.59%
Real Estate
0.68%
Sensitive
57.20%
Communication Services
7.03%
Energy
4.43%
Industrials
6.68%
Information Technology
39.07%
Defensive
7.55%
Consumer Staples
3.30%
Health Care
2.38%
Utilities
1.87%
Not Classified
2.23%
Non Classified Equity
0.24%
Not Classified - Non Equity
1.99%
As of April 30, 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