Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.00%
Stock 88.71%
Bond 0.00%
Convertible 0.00%
Preferred 3.93%
Other 4.35%
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Market Capitalization

As of March 31, 2026
Large 70.24%
Mid 23.49%
Small 6.27%
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Region Exposure

% Developed Markets: 53.44%    % Emerging Markets: 42.21%    % Unidentified Markets: 4.35%

Americas 20.98%
1.47%
United States 1.47%
19.52%
Brazil 11.71%
Mexico 4.89%
Peru 2.91%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.79%
United Kingdom 0.00%
3.04%
Greece 3.04%
3.76%
Poland 2.96%
2.99%
Saudi Arabia 1.24%
South Africa 1.76%
Greater Asia 64.87%
Japan 0.00%
0.00%
48.94%
Singapore 2.70%
South Korea 20.89%
Taiwan 25.35%
15.94%
India 13.41%
Indonesia 1.59%
Kazakhstan 0.93%
Unidentified Region 4.35%

Stock Sector Exposure

Cyclical
39.91%
Materials
4.09%
Consumer Discretionary
6.19%
Financials
28.67%
Real Estate
0.96%
Sensitive
46.90%
Communication Services
0.82%
Energy
3.81%
Industrials
7.57%
Information Technology
34.70%
Defensive
7.71%
Consumer Staples
0.00%
Health Care
2.83%
Utilities
4.88%
Not Classified
5.47%
Non Classified Equity
0.96%
Not Classified - Non Equity
4.51%
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