Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.04%
Stock 96.18%
Bond 0.00%
Convertible 0.00%
Preferred 2.01%
Other 1.77%
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Market Capitalization

As of June 30, 2026
Large 87.14%
Mid 11.13%
Small 1.73%
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Region Exposure

% Developed Markets: 52.74%    % Emerging Markets: 45.49%    % Unidentified Markets: 1.77%

Americas 12.69%
-0.00%
United States -0.00%
12.70%
Brazil 5.05%
Mexico 3.52%
Peru 1.83%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.51%
United Kingdom 0.00%
4.73%
Ireland 1.18%
Netherlands 2.14%
Sweden 1.40%
0.80%
0.99%
South Africa 0.99%
Greater Asia 79.02%
Japan 0.00%
0.00%
48.02%
Hong Kong 2.75%
Singapore 1.60%
South Korea 18.55%
Taiwan 25.13%
31.00%
China 18.27%
India 10.87%
Indonesia 0.86%
Malaysia 1.01%
Unidentified Region 1.77%

Stock Sector Exposure

Cyclical
26.79%
Materials
1.00%
Consumer Discretionary
12.49%
Financials
13.30%
Real Estate
0.00%
Sensitive
63.98%
Communication Services
5.95%
Energy
1.07%
Industrials
11.37%
Information Technology
45.59%
Defensive
7.20%
Consumer Staples
4.35%
Health Care
2.86%
Utilities
0.00%
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