Asset Allocation

As of May 31, 2026.
Type % Net
Cash 3.06%
Stock 91.27%
Bond 2.80%
Convertible 0.00%
Preferred 2.43%
Other 0.45%
View Asset Allocation
Start Trial

Market Capitalization

As of May 31, 2026
Large 70.00%
Mid 13.68%
Small 16.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 58.08%    % Emerging Markets: 39.76%    % Unidentified Markets: 2.16%

Americas 15.67%
4.71%
Canada 0.39%
United States 4.32%
10.96%
Argentina 3.85%
Brazil 3.52%
Chile 2.76%
Mexico 0.67%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.74%
United Kingdom 1.89%
12.97%
Austria 0.13%
Belgium 0.58%
France 0.05%
Greece 7.89%
Ireland 1.97%
Netherlands 0.13%
Switzerland 0.09%
4.24%
Poland 0.34%
13.64%
Egypt 1.66%
Nigeria 1.86%
South Africa 3.53%
United Arab Emirates 2.31%
Greater Asia 49.44%
Japan 0.08%
0.00%
34.14%
Hong Kong -0.14%
Singapore 0.05%
South Korea 20.10%
Taiwan 14.14%
15.22%
China 0.28%
India 0.04%
Kazakhstan 2.52%
Pakistan 0.96%
Thailand 0.19%
Unidentified Region 2.16%

Stock Sector Exposure

Cyclical
43.77%
Materials
5.16%
Consumer Discretionary
3.52%
Financials
30.67%
Real Estate
4.42%
Sensitive
45.55%
Communication Services
3.48%
Energy
6.50%
Industrials
5.46%
Information Technology
30.11%
Defensive
5.01%
Consumer Staples
1.93%
Health Care
0.76%
Utilities
2.31%
Not Classified
2.18%
Non Classified Equity
2.18%
As of May 31, 2026
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