Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.61%
Stock 97.68%
Bond 0.75%
Convertible 0.00%
Preferred 0.00%
Other 0.96%
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Market Capitalization

As of March 31, 2026
Large 94.41%
Mid 4.94%
Small 0.66%
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Region Exposure

% Developed Markets: 49.39%    % Emerging Markets: 50.01%    % Unidentified Markets: 0.60%

Americas 11.15%
0.75%
United States 0.75%
10.40%
Brazil 4.75%
Mexico 3.46%
Peru 1.22%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.00%
United Kingdom 0.00%
4.03%
Austria 1.03%
Greece 1.37%
Switzerland 1.15%
2.81%
Poland 0.74%
Turkey 2.07%
9.17%
Saudi Arabia 2.52%
South Africa 4.85%
United Arab Emirates 1.80%
Greater Asia 72.25%
Japan 0.00%
0.00%
41.85%
Hong Kong 6.67%
South Korea 15.33%
Taiwan 19.85%
30.40%
China 16.68%
India 11.69%
Malaysia 0.54%
Thailand 1.48%
Unidentified Region 0.60%

Stock Sector Exposure

Cyclical
34.60%
Materials
6.13%
Consumer Discretionary
8.54%
Financials
18.25%
Real Estate
1.68%
Sensitive
53.25%
Communication Services
8.32%
Energy
2.91%
Industrials
9.16%
Information Technology
32.85%
Defensive
10.93%
Consumer Staples
5.81%
Health Care
3.63%
Utilities
1.48%
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