Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.04%
Stock 94.37%
Bond 0.57%
Convertible 0.00%
Preferred 1.18%
Other 3.84%
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Market Capitalization

As of August 31, 2025
Large 87.62%
Mid 9.48%
Small 2.91%
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Region Exposure

% Developed Markets: 37.84%    % Emerging Markets: 58.18%    % Unidentified Markets: 3.98%

Americas 3.77%
-1.74%
Canada 0.06%
United States -1.80%
5.51%
Brazil 2.44%
Chile 0.71%
Mexico 2.16%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.09%
United Kingdom 0.05%
1.43%
Greece 1.04%
Ireland 0.16%
Switzerland 0.17%
1.51%
Czech Republic 0.01%
Poland 0.89%
Turkey 0.53%
8.10%
Qatar 0.49%
Saudi Arabia 2.52%
South Africa 2.76%
United Arab Emirates 1.43%
Greater Asia 81.16%
Japan 0.00%
0.00%
35.08%
Hong Kong 4.43%
South Korea 11.73%
Taiwan 18.93%
46.08%
China 26.43%
India 14.47%
Indonesia 1.59%
Malaysia 1.95%
Thailand 1.63%
Unidentified Region 3.98%

Stock Sector Exposure

Cyclical
45.97%
Materials
5.68%
Consumer Discretionary
13.74%
Financials
26.43%
Real Estate
0.12%
Sensitive
46.72%
Communication Services
11.77%
Energy
2.28%
Industrials
5.78%
Information Technology
26.89%
Defensive
6.19%
Consumer Staples
1.67%
Health Care
2.92%
Utilities
1.59%
Not Classified
1.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.12%
As of August 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