Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.48%
Stock 96.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.30%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 56.81%
Mid 23.73%
Small 19.45%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 34.41%    % Emerging Markets: 59.65%    % Unidentified Markets: 5.94%

Americas 3.53%
1.99%
Canada 1.99%
1.54%
Peru 1.54%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.04%
United Kingdom 1.10%
5.61%
Greece 1.56%
4.73%
38.61%
Qatar 7.44%
Saudi Arabia 4.26%
United Arab Emirates 13.82%
Greater Asia 40.49%
Japan 0.00%
0.00%
0.00%
40.49%
Kazakhstan 5.79%
Pakistan 2.31%
Philippines 6.40%
Unidentified Region 5.94%

Stock Sector Exposure

Cyclical
67.04%
Materials
4.41%
Consumer Discretionary
4.97%
Financials
46.60%
Real Estate
11.06%
Sensitive
17.78%
Communication Services
0.00%
Energy
5.15%
Industrials
7.14%
Information Technology
5.48%
Defensive
6.14%
Consumer Staples
0.93%
Health Care
4.78%
Utilities
0.44%
Not Classified
9.04%
Non Classified Equity
9.04%
Not Classified - Non Equity
0.00%
As of July 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