Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.76%
Stock 98.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of July 31, 2025
Large 88.16%
Mid 9.58%
Small 2.26%
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Region Exposure

% Developed Markets: 68.62%    % Emerging Markets: 31.46%    % Unidentified Markets: -0.08%

Americas 1.76%
1.76%
Canada 0.02%
United States 1.73%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.14%
United Kingdom 2.35%
1.79%
Switzerland 1.79%
0.00%
0.00%
Greater Asia 94.18%
Japan 28.32%
6.12%
Australia 6.12%
28.28%
Hong Kong 3.36%
Singapore 7.12%
South Korea 4.45%
Taiwan 13.35%
31.46%
China 17.40%
India 9.95%
Indonesia 1.88%
Philippines 2.22%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
48.47%
Materials
7.50%
Consumer Discretionary
15.77%
Financials
25.20%
Real Estate
0.00%
Sensitive
39.71%
Communication Services
9.43%
Energy
0.00%
Industrials
8.29%
Information Technology
21.99%
Defensive
11.82%
Consumer Staples
7.64%
Health Care
4.19%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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