Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.97%
Stock 92.90%
Bond 1.51%
Convertible 0.00%
Preferred 0.00%
Other 4.62%
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Market Capitalization

As of June 30, 2026
Large 88.72%
Mid 8.36%
Small 2.92%
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Region Exposure

% Developed Markets: 68.64%    % Emerging Markets: 30.36%    % Unidentified Markets: 1.00%

Americas 6.60%
5.37%
Canada 1.63%
United States 3.74%
1.23%
Colombia 0.52%
Mexico 0.43%
Peru 0.28%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.66%
United Kingdom 3.62%
4.76%
Austria 2.05%
Greece 1.68%
1.01%
3.28%
South Africa 2.29%
United Arab Emirates 0.99%
Greater Asia 79.73%
Japan 0.00%
0.00%
57.52%
Hong Kong 0.42%
South Korea 28.77%
Taiwan 28.33%
22.21%
China 15.29%
India 5.08%
Malaysia 1.11%
Philippines 0.73%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
19.23%
Materials
2.94%
Consumer Discretionary
3.89%
Financials
11.88%
Real Estate
0.52%
Sensitive
78.45%
Communication Services
4.09%
Energy
0.00%
Industrials
21.22%
Information Technology
53.14%
Defensive
2.32%
Consumer Staples
1.78%
Health Care
0.00%
Utilities
0.54%
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