Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.23%
Stock 94.40%
Bond 2.21%
Convertible 0.00%
Preferred 1.16%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 97.07%
Mid 2.23%
Small 0.70%
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Region Exposure

% Developed Markets: 84.97%    % Emerging Markets: 12.93%    % Unidentified Markets: 2.10%

Americas 7.29%
2.34%
United States 2.34%
4.95%
Argentina 0.32%
Brazil 2.31%
Chile 0.14%
Mexico 1.74%
Peru 0.42%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.48%
United Kingdom 0.00%
0.75%
Ireland 0.52%
Switzerland 0.23%
0.56%
Turkey 0.56%
0.17%
South Africa 0.14%
United Arab Emirates 0.01%
Greater Asia 89.13%
Japan 0.00%
0.00%
81.83%
Hong Kong 1.39%
Singapore 0.21%
South Korea 63.54%
Taiwan 16.68%
7.31%
China 2.31%
India 4.69%
Indonesia 0.29%
Malaysia 0.02%
Unidentified Region 2.10%

Stock Sector Exposure

Cyclical
6.99%
Materials
1.22%
Consumer Discretionary
2.67%
Financials
2.92%
Real Estate
0.20%
Sensitive
85.57%
Communication Services
3.16%
Energy
3.82%
Industrials
33.55%
Information Technology
45.04%
Defensive
2.86%
Consumer Staples
1.65%
Health Care
0.98%
Utilities
0.23%
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