Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.56%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.27%
Other -1.19%
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Market Capitalization

As of August 31, 2025
Large 32.84%
Mid 34.24%
Small 32.93%
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Region Exposure

% Developed Markets: 41.16%    % Emerging Markets: 60.36%    % Unidentified Markets: -1.52%

Americas 7.15%
1.07%
Canada 0.22%
United States 0.85%
6.08%
Brazil 2.88%
Chile 0.27%
Colombia 0.24%
Mexico 2.31%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.73%
United Kingdom 0.00%
0.81%
Belgium 0.08%
France 0.06%
Greece 0.65%
2.61%
Poland 1.54%
Turkey 0.96%
9.31%
Qatar 0.71%
Saudi Arabia 2.88%
South Africa 2.93%
United Arab Emirates 2.03%
Greater Asia 81.65%
Japan 0.00%
0.00%
35.40%
Hong Kong 6.80%
Singapore 0.20%
South Korea 11.01%
Taiwan 17.39%
46.25%
China 23.47%
India 18.02%
Indonesia 1.47%
Malaysia 1.64%
Philippines 0.49%
Thailand 1.15%
Unidentified Region -1.52%

Stock Sector Exposure

Cyclical
48.46%
Materials
14.87%
Consumer Discretionary
10.60%
Financials
17.98%
Real Estate
5.00%
Sensitive
35.64%
Communication Services
4.54%
Energy
2.88%
Industrials
16.26%
Information Technology
11.95%
Defensive
13.90%
Consumer Staples
4.70%
Health Care
7.52%
Utilities
1.68%
Not Classified
2.01%
Non Classified Equity
0.63%
Not Classified - Non Equity
1.37%
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