Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.49%
Stock 86.31%
Bond 0.00%
Convertible 0.00%
Preferred 11.94%
Other 0.26%
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Market Capitalization

As of June 30, 2026
Large 89.23%
Mid 5.80%
Small 4.97%
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Region Exposure

% Developed Markets: 57.12%    % Emerging Markets: 42.60%    % Unidentified Markets: 0.28%

Americas 12.02%
1.22%
United States 1.22%
10.79%
Brazil 4.63%
Mexico 5.26%
Peru 0.90%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.56%
United Kingdom 1.23%
1.55%
Denmark 0.01%
Greece 1.52%
Switzerland 0.01%
0.37%
Czech Republic 0.37%
4.41%
Saudi Arabia 0.98%
South Africa 1.65%
United Arab Emirates 1.78%
Greater Asia 80.14%
Japan 0.00%
0.00%
51.34%
Hong Kong 3.59%
Singapore 0.78%
South Korea 23.15%
Taiwan 23.15%
28.80%
China 14.02%
India 8.08%
Indonesia 2.96%
Kazakhstan 1.31%
Malaysia 0.66%
Thailand 1.77%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
30.29%
Materials
3.97%
Consumer Discretionary
6.81%
Financials
17.13%
Real Estate
2.37%
Sensitive
64.31%
Communication Services
8.80%
Energy
3.17%
Industrials
9.03%
Information Technology
43.31%
Defensive
4.89%
Consumer Staples
1.84%
Health Care
1.17%
Utilities
1.88%
Not Classified
0.25%
Non Classified Equity
0.25%
As of June 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