Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.44%
Stock 86.67%
Bond 0.00%
Convertible 0.00%
Preferred 11.68%
Other 0.22%
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Market Capitalization

As of July 31, 2026
Large 88.90%
Mid 6.22%
Small 4.87%
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Region Exposure

% Developed Markets: 53.39%    % Emerging Markets: 46.16%    % Unidentified Markets: 0.45%

Americas 11.88%
0.89%
United States 0.89%
10.99%
Brazil 4.78%
Mexico 5.28%
Peru 0.93%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.31%
United Kingdom 1.36%
1.67%
Denmark 0.01%
Greece 1.65%
Switzerland 0.01%
0.49%
Czech Republic 0.49%
4.79%
Saudi Arabia 1.24%
South Africa 1.86%
United Arab Emirates 1.68%
Greater Asia 79.36%
Japan 0.00%
0.00%
47.79%
Hong Kong 3.75%
Singapore 0.82%
South Korea 21.16%
Taiwan 21.18%
31.57%
China 16.14%
India 8.20%
Indonesia 3.46%
Kazakhstan 1.24%
Malaysia 0.70%
Thailand 1.84%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
32.81%
Materials
4.06%
Consumer Discretionary
7.91%
Financials
18.53%
Real Estate
2.30%
Sensitive
61.72%
Communication Services
10.01%
Energy
3.41%
Industrials
9.46%
Information Technology
38.84%
Defensive
4.99%
Consumer Staples
2.05%
Health Care
1.05%
Utilities
1.89%
Not Classified
0.26%
Non Classified Equity
0.26%
As of July 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