Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.30%
Stock 98.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.62%
Other -0.58%
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Market Capitalization

As of July 31, 2025
Large 69.06%
Mid 16.94%
Small 14.00%
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Region Exposure

% Developed Markets: 42.72%    % Emerging Markets: 58.02%    % Unidentified Markets: -0.74%

Americas 7.40%
1.49%
Canada 0.03%
United States 1.46%
5.91%
Brazil 2.77%
Chile 0.48%
Colombia 0.14%
Mexico 2.34%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.32%
United Kingdom 0.00%
0.69%
Belgium 0.02%
France 0.03%
Greece 0.59%
Netherlands 0.05%
2.26%
Czech Republic 0.13%
Poland 1.20%
Turkey 0.74%
9.37%
Qatar 0.68%
Saudi Arabia 3.16%
South Africa 3.10%
United Arab Emirates 1.78%
Greater Asia 81.02%
Japan 0.00%
0.05%
Australia 0.05%
37.20%
Hong Kong 5.92%
Singapore 0.41%
South Korea 11.62%
Taiwan 19.25%
43.77%
China 21.70%
India 17.39%
Indonesia 1.29%
Malaysia 1.36%
Philippines 0.62%
Thailand 1.41%
Unidentified Region -0.74%

Stock Sector Exposure

Cyclical
57.94%
Materials
11.41%
Consumer Discretionary
11.90%
Financials
31.65%
Real Estate
2.97%
Sensitive
33.59%
Communication Services
3.01%
Energy
8.46%
Industrials
9.03%
Information Technology
13.09%
Defensive
7.08%
Consumer Staples
2.51%
Health Care
3.30%
Utilities
1.27%
Not Classified
1.39%
Non Classified Equity
0.22%
Not Classified - Non Equity
1.17%
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