Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.54%
Stock 96.41%
Bond 0.45%
Convertible 0.00%
Preferred 1.51%
Other 1.09%
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Market Capitalization

As of April 30, 2026
Large 91.53%
Mid 7.70%
Small 0.77%
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Region Exposure

% Developed Markets: 55.70%    % Emerging Markets: 44.28%    % Unidentified Markets: 0.02%

Americas 16.75%
0.61%
Canada 0.00%
United States 0.61%
16.14%
Brazil 6.76%
Chile 0.55%
Colombia 0.21%
Mexico 5.40%
Peru 0.30%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.71%
United Kingdom 1.32%
1.48%
Belgium 0.08%
Greece 0.80%
Ireland 0.25%
Netherlands 0.09%
Switzerland 0.11%
1.61%
Czech Republic 0.06%
Poland 0.00%
Turkey 0.59%
5.29%
Egypt 0.31%
Qatar 0.12%
Saudi Arabia 0.58%
South Africa 3.16%
United Arab Emirates 1.02%
Greater Asia 73.52%
Japan 1.31%
0.00%
Australia 0.00%
48.16%
Hong Kong 4.60%
Singapore 2.54%
South Korea 24.78%
Taiwan 16.23%
24.05%
China 8.89%
India 10.34%
Indonesia 1.72%
Malaysia 1.26%
Philippines 0.16%
Thailand 1.68%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
32.39%
Materials
2.98%
Consumer Discretionary
12.47%
Financials
15.69%
Real Estate
1.25%
Sensitive
56.33%
Communication Services
6.94%
Energy
5.36%
Industrials
12.95%
Information Technology
31.08%
Defensive
10.25%
Consumer Staples
6.62%
Health Care
1.37%
Utilities
2.27%
Not Classified
1.03%
Non Classified Equity
0.12%
Not Classified - Non Equity
0.91%
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