Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.47%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.21%
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Market Capitalization

As of July 31, 2025
Large 77.56%
Mid 15.20%
Small 7.24%
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Region Exposure

% Developed Markets: 43.08%    % Emerging Markets: 48.05%    % Unidentified Markets: 8.87%

Americas 9.21%
0.00%
9.21%
Brazil 1.90%
Mexico 5.47%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.97%
United Kingdom 0.00%
0.00%
0.88%
Poland 0.88%
3.08%
South Africa 1.03%
United Arab Emirates 2.05%
Greater Asia 77.96%
Japan 0.00%
0.00%
40.14%
Hong Kong 2.35%
Singapore 2.17%
South Korea 12.10%
Taiwan 23.51%
37.82%
China 24.78%
India 9.00%
Indonesia 0.87%
Kazakhstan 1.39%
Malaysia 0.87%
Unidentified Region 8.87%

Stock Sector Exposure

Cyclical
28.94%
Materials
3.24%
Consumer Discretionary
9.26%
Financials
14.49%
Real Estate
1.96%
Sensitive
55.43%
Communication Services
13.81%
Energy
0.00%
Industrials
11.59%
Information Technology
30.03%
Defensive
7.44%
Consumer Staples
5.53%
Health Care
1.91%
Utilities
0.00%
Not Classified
8.19%
Non Classified Equity
8.19%
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