Asset Allocation

As of July 31, 2025.
Type % Net
Cash -1.13%
Stock 94.91%
Bond 1.70%
Convertible 0.00%
Preferred 0.72%
Other 3.81%
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Market Capitalization

As of July 31, 2025
Large 87.94%
Mid 9.37%
Small 2.68%
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Region Exposure

% Developed Markets: 37.73%    % Emerging Markets: 56.93%    % Unidentified Markets: 5.33%

Americas 3.93%
-0.96%
United States -0.96%
4.89%
Brazil 1.95%
Chile 0.68%
Colombia 0.07%
Mexico 2.18%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.64%
United Kingdom 0.31%
1.78%
Greece 1.40%
Ireland 0.15%
Switzerland 0.17%
1.48%
Czech Republic 0.01%
Poland 0.56%
Turkey 0.64%
8.06%
Qatar 0.49%
Saudi Arabia 2.43%
South Africa 2.65%
United Arab Emirates 1.54%
Greater Asia 79.10%
Japan 0.00%
0.00%
33.62%
Hong Kong 4.10%
Singapore 0.30%
South Korea 10.90%
Taiwan 18.33%
45.47%
China 25.20%
India 13.99%
Indonesia 1.56%
Malaysia 1.86%
Thailand 2.87%
Unidentified Region 5.33%

Stock Sector Exposure

Cyclical
44.68%
Materials
5.35%
Consumer Discretionary
13.53%
Financials
25.67%
Real Estate
0.12%
Sensitive
45.64%
Communication Services
10.47%
Energy
3.24%
Industrials
5.27%
Information Technology
26.65%
Defensive
6.12%
Consumer Staples
2.79%
Health Care
1.97%
Utilities
1.36%
Not Classified
3.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.57%
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