Asset Allocation

As of July 31, 2025.
Type % Net
Cash -2.11%
Stock 93.69%
Bond 2.53%
Convertible 0.00%
Preferred 1.37%
Other 4.52%
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Market Capitalization

As of July 31, 2025
Large 85.51%
Mid 11.30%
Small 3.19%
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Region Exposure

% Developed Markets: 35.38%    % Emerging Markets: 57.70%    % Unidentified Markets: 6.91%

Americas 2.38%
-1.93%
United States -1.93%
4.31%
Brazil 2.66%
Chile 0.24%
Mexico 1.41%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.52%
United Kingdom 0.00%
1.12%
Greece 0.60%
Ireland 0.25%
Switzerland 0.27%
2.02%
Poland 1.48%
Russia 0.00%
Turkey 0.52%
8.38%
Qatar 0.36%
Saudi Arabia 3.25%
South Africa 2.66%
United Arab Emirates 1.28%
Greater Asia 79.18%
Japan 0.00%
0.46%
Australia 0.46%
33.26%
Hong Kong 4.01%
Singapore 0.24%
South Korea 10.27%
Taiwan 18.74%
45.47%
China 24.37%
India 14.63%
Indonesia 1.19%
Malaysia 1.86%
Philippines 0.33%
Thailand 3.08%
Unidentified Region 6.91%

Stock Sector Exposure

Cyclical
43.24%
Materials
5.34%
Consumer Discretionary
12.79%
Financials
23.99%
Real Estate
1.11%
Sensitive
45.09%
Communication Services
9.87%
Energy
3.62%
Industrials
6.15%
Information Technology
25.45%
Defensive
6.42%
Consumer Staples
2.14%
Health Care
2.33%
Utilities
1.95%
Not Classified
5.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.25%
As of July 31, 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