Asset Allocation

As of May 31, 2025.
Type % Net
Cash 2.91%
Stock 95.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.52%
View Asset Allocation
Start Trial

Market Capitalization

As of May 31, 2025
Large 90.72%
Mid 5.23%
Small 4.05%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 36.67%    % Emerging Markets: 58.61%    % Unidentified Markets: 4.72%

Americas 19.69%
2.91%
Canada 0.09%
United States 2.82%
16.77%
Brazil 4.84%
Mexico 5.62%
Peru 2.10%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.84%
United Kingdom 0.00%
4.86%
Netherlands 4.86%
2.49%
Poland 2.49%
2.49%
South Africa 2.49%
Greater Asia 65.75%
Japan 0.00%
0.00%
27.39%
Hong Kong 3.07%
Singapore 6.08%
South Korea 5.61%
Taiwan 12.63%
38.36%
China 16.13%
India 14.84%
Indonesia 4.21%
Philippines 3.17%
Unidentified Region 4.72%

Stock Sector Exposure

Cyclical
51.98%
Materials
2.03%
Consumer Discretionary
20.89%
Financials
29.06%
Real Estate
0.00%
Sensitive
36.61%
Communication Services
5.61%
Energy
0.00%
Industrials
8.29%
Information Technology
22.71%
Defensive
11.41%
Consumer Staples
9.17%
Health Care
2.24%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of May 31, 2025
View Region Exposure
Start Trial

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