Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.12%
Stock 98.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other -0.77%
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Market Capitalization

As of August 31, 2025
Large 64.69%
Mid 18.07%
Small 17.24%
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Region Exposure

% Developed Markets: 39.48%    % Emerging Markets: 61.60%    % Unidentified Markets: -1.08%

Americas 7.21%
0.55%
Canada 0.07%
United States 0.47%
6.66%
Brazil 3.70%
Chile 0.47%
Colombia 0.14%
Mexico 2.10%
Peru 0.11%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.99%
United Kingdom 0.05%
1.16%
Belgium 0.04%
France 0.01%
Greece 0.49%
Ireland 0.47%
Netherlands 0.11%
Spain 0.00%
Switzerland 0.03%
2.58%
Czech Republic 0.15%
Poland 1.22%
Turkey 0.95%
9.20%
Egypt 0.03%
Qatar 0.78%
Saudi Arabia 3.18%
South Africa 3.18%
United Arab Emirates 1.63%
Greater Asia 80.87%
Japan 0.00%
0.09%
Australia 0.09%
34.67%
Hong Kong 4.43%
Singapore 0.35%
South Korea 10.85%
Taiwan 19.04%
46.11%
China 23.11%
India 18.26%
Indonesia 1.35%
Malaysia 1.41%
Philippines 0.58%
Thailand 1.39%
Unidentified Region -1.08%

Stock Sector Exposure

Cyclical
42.60%
Materials
9.59%
Consumer Discretionary
12.40%
Financials
18.34%
Real Estate
2.27%
Sensitive
43.01%
Communication Services
7.69%
Energy
3.97%
Industrials
11.09%
Information Technology
20.26%
Defensive
12.45%
Consumer Staples
5.16%
Health Care
4.75%
Utilities
2.54%
Not Classified
1.94%
Non Classified Equity
0.23%
Not Classified - Non Equity
1.71%
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