Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.96%
Stock 95.46%
Bond 1.45%
Convertible 0.00%
Preferred 0.71%
Other 3.34%
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Market Capitalization

As of June 30, 2025
Large 87.92%
Mid 9.27%
Small 2.81%
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Region Exposure

% Developed Markets: 37.21%    % Emerging Markets: 58.11%    % Unidentified Markets: 4.67%

Americas 4.07%
-0.92%
United States -0.92%
5.00%
Brazil 1.99%
Chile 0.68%
Mexico 2.32%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.22%
United Kingdom 0.41%
1.44%
Greece 0.97%
Ireland 0.10%
Switzerland 0.14%
1.37%
Czech Republic 0.01%
Poland 0.55%
Turkey 0.53%
9.01%
Qatar 0.46%
Saudi Arabia 2.57%
South Africa 3.28%
United Arab Emirates 1.75%
Greater Asia 79.03%
Japan 0.00%
0.00%
33.13%
Hong Kong 4.16%
Singapore 0.28%
South Korea 11.10%
Taiwan 17.59%
45.90%
China 24.56%
India 15.04%
Indonesia 1.56%
Malaysia 2.07%
Thailand 2.67%
Unidentified Region 4.67%

Stock Sector Exposure

Cyclical
44.47%
Materials
5.72%
Consumer Discretionary
14.57%
Financials
24.06%
Real Estate
0.12%
Sensitive
46.14%
Communication Services
11.33%
Energy
2.65%
Industrials
6.00%
Information Technology
26.16%
Defensive
6.52%
Consumer Staples
3.15%
Health Care
2.14%
Utilities
1.23%
Not Classified
2.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.87%
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