Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.31%
Stock 97.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.18%
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Market Capitalization

As of August 31, 2025
Large 92.08%
Mid 6.54%
Small 1.38%
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Region Exposure

% Developed Markets: 41.60%    % Emerging Markets: 57.49%    % Unidentified Markets: 0.91%

Americas 11.02%
1.64%
United States 1.64%
9.38%
Argentina 0.35%
Brazil 3.61%
Mexico 3.29%
Peru 1.10%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.82%
United Kingdom 1.96%
4.30%
Greece 3.40%
Portugal 0.89%
0.78%
Turkey 0.78%
7.78%
Saudi Arabia 2.50%
South Africa 2.62%
United Arab Emirates 2.65%
Greater Asia 73.24%
Japan 0.00%
0.00%
31.04%
Hong Kong 4.12%
Singapore 2.25%
South Korea 9.55%
Taiwan 15.13%
42.20%
China 22.33%
India 17.21%
Indonesia 0.86%
Philippines 1.81%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
40.47%
Materials
3.87%
Consumer Discretionary
13.19%
Financials
20.01%
Real Estate
3.39%
Sensitive
51.78%
Communication Services
9.61%
Energy
4.62%
Industrials
11.78%
Information Technology
25.77%
Defensive
7.69%
Consumer Staples
5.42%
Health Care
2.27%
Utilities
0.00%
Not Classified
0.07%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.07%
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