Asset Allocation

As of June 30, 2025.
Type % Net
Cash 4.57%
Stock 94.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.52%
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Market Capitalization

As of June 30, 2025
Large 88.52%
Mid 10.39%
Small 1.09%
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Region Exposure

% Developed Markets: 44.93%    % Emerging Markets: 54.68%    % Unidentified Markets: 0.38%

Americas 26.47%
7.72%
United States 7.72%
18.75%
Brazil 17.19%
Peru 1.16%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.00%
United Kingdom 0.00%
0.00%
1.11%
5.89%
South Africa 5.89%
Greater Asia 66.14%
Japan 0.00%
0.00%
36.82%
Hong Kong 12.44%
Singapore 1.91%
South Korea 13.65%
Taiwan 7.28%
29.33%
China 19.00%
India 5.09%
Indonesia 1.34%
Thailand 3.90%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
63.67%
Materials
8.24%
Consumer Discretionary
20.70%
Financials
31.62%
Real Estate
3.11%
Sensitive
30.56%
Communication Services
5.46%
Energy
4.87%
Industrials
4.46%
Information Technology
15.76%
Defensive
5.78%
Consumer Staples
4.68%
Health Care
1.09%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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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