Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.73%
Stock 92.68%
Bond 1.98%
Convertible 0.00%
Preferred 2.05%
Other 2.57%
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Market Capitalization

As of June 30, 2026
Large 83.09%
Mid 10.08%
Small 6.83%
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Region Exposure

% Developed Markets: 71.24%    % Emerging Markets: 26.02%    % Unidentified Markets: 2.74%

Americas 9.97%
1.99%
United States 1.99%
7.98%
Argentina 0.37%
Brazil 2.36%
Chile 4.12%
Peru 1.09%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.12%
United Kingdom 2.46%
15.69%
Greece 10.05%
Ireland 3.14%
Netherlands 0.00%
Switzerland 0.19%
3.84%
Poland 0.01%
9.13%
Egypt 0.84%
South Africa 4.13%
United Arab Emirates 1.95%
Greater Asia 56.17%
Japan 0.00%
0.00%
46.91%
Hong Kong 1.34%
Singapore 0.22%
South Korea 23.34%
Taiwan 22.01%
9.26%
China 4.59%
India 2.95%
Pakistan 0.46%
Unidentified Region 2.74%

Stock Sector Exposure

Cyclical
39.62%
Materials
3.11%
Consumer Discretionary
5.96%
Financials
28.81%
Real Estate
1.75%
Sensitive
53.20%
Communication Services
6.73%
Energy
0.00%
Industrials
5.14%
Information Technology
41.33%
Defensive
6.83%
Consumer Staples
1.97%
Health Care
2.08%
Utilities
2.78%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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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