Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.08%
Stock 99.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.46%
Other -0.70%
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Market Capitalization

As of July 31, 2025
Large 14.66%
Mid 32.80%
Small 52.54%
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Region Exposure

% Developed Markets: 40.28%    % Emerging Markets: 61.08%    % Unidentified Markets: -1.36%

Americas 8.81%
1.30%
Canada 0.17%
United States 1.13%
7.51%
Brazil 3.84%
Chile 0.65%
Colombia 0.08%
Mexico 2.80%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.74%
United Kingdom 0.01%
0.73%
Belgium 0.10%
France 0.01%
Greece 0.60%
Spain 0.01%
2.66%
Poland 1.69%
Turkey 0.83%
9.35%
Qatar 0.76%
Saudi Arabia 3.32%
South Africa 3.11%
United Arab Emirates 1.38%
Greater Asia 79.81%
Japan 0.00%
0.15%
Australia 0.15%
35.04%
Hong Kong 6.48%
Singapore 0.31%
South Korea 9.70%
Taiwan 18.55%
44.62%
China 18.85%
India 21.26%
Indonesia 1.39%
Malaysia 1.36%
Philippines 0.80%
Thailand 0.96%
Unidentified Region -1.36%

Stock Sector Exposure

Cyclical
39.95%
Materials
13.85%
Consumer Discretionary
11.85%
Financials
10.09%
Real Estate
4.15%
Sensitive
38.02%
Communication Services
3.34%
Energy
1.54%
Industrials
18.13%
Information Technology
15.00%
Defensive
19.61%
Consumer Staples
6.34%
Health Care
9.56%
Utilities
3.71%
Not Classified
2.42%
Non Classified Equity
0.76%
Not Classified - Non Equity
1.66%
As of July 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