Asset Allocation

As of July 31, 2026.
Type % Net
Cash 5.12%
Stock 94.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 77.02%
Mid 15.56%
Small 7.42%
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Region Exposure

% Developed Markets: 54.58%    % Emerging Markets: 40.30%    % Unidentified Markets: 5.12%

Americas 26.03%
15.72%
Canada 4.03%
United States 11.69%
10.31%
Brazil 3.42%
Chile 3.85%
Mexico 3.03%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.18%
United Kingdom 10.89%
4.00%
Netherlands 4.00%
3.17%
Turkey 3.17%
7.11%
Saudi Arabia 5.23%
South Africa 1.88%
Greater Asia 43.67%
Japan 0.00%
0.00%
23.97%
South Korea 8.30%
Taiwan 15.67%
19.70%
India 9.09%
Indonesia 0.92%
Malaysia 5.64%
Philippines 2.05%
Thailand 2.01%
Unidentified Region 5.12%

Stock Sector Exposure

Cyclical
26.35%
Materials
22.74%
Consumer Discretionary
0.00%
Financials
3.61%
Real Estate
0.00%
Sensitive
48.27%
Communication Services
3.94%
Energy
0.00%
Industrials
3.61%
Information Technology
40.72%
Defensive
25.38%
Consumer Staples
11.95%
Health Care
9.03%
Utilities
4.41%
Not Classified
0.00%
Non Classified Equity
0.00%
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