Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.43%
Stock 92.95%
Bond 0.00%
Convertible 0.00%
Preferred 1.92%
Other 4.70%
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Market Capitalization

As of June 30, 2025
Large 84.52%
Mid 7.45%
Small 8.03%
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Region Exposure

% Developed Markets: 50.50%    % Emerging Markets: 46.03%    % Unidentified Markets: 3.47%

Americas 14.12%
1.05%
Canada 0.31%
United States 0.74%
13.08%
Brazil 4.79%
Mexico 7.02%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.36%
United Kingdom 0.47%
9.10%
Greece 9.10%
1.83%
Poland 1.77%
Turkey 0.06%
6.96%
Saudi Arabia 0.03%
United Arab Emirates 6.93%
Greater Asia 64.05%
Japan 0.00%
0.00%
32.95%
Hong Kong 3.56%
Singapore 0.26%
South Korea 9.55%
Taiwan 19.58%
31.09%
China 15.90%
India 11.58%
Indonesia 0.02%
Kazakhstan 0.04%
Malaysia 1.68%
Philippines 1.52%
Unidentified Region 3.47%

Stock Sector Exposure

Cyclical
50.82%
Materials
5.34%
Consumer Discretionary
10.56%
Financials
25.90%
Real Estate
9.02%
Sensitive
39.72%
Communication Services
4.77%
Energy
4.22%
Industrials
8.38%
Information Technology
22.34%
Defensive
9.38%
Consumer Staples
4.60%
Health Care
0.00%
Utilities
4.78%
Not Classified
0.08%
Non Classified Equity
0.08%
Not Classified - Non Equity
0.00%
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