Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.33%
Stock 95.87%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 1.19%
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Market Capitalization

As of June 30, 2025
Large 99.81%
Mid 0.19%
Small 0.00%
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Region Exposure

% Developed Markets: 42.15%    % Emerging Markets: 58.39%    % Unidentified Markets: -0.54%

Americas 11.83%
0.67%
United States 0.67%
11.16%
Brazil 5.47%
Mexico 4.32%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.57%
United Kingdom 0.00%
0.98%
Ireland 0.98%
4.34%
Poland 2.05%
6.24%
Saudi Arabia 2.16%
South Africa 1.98%
United Arab Emirates 2.10%
Greater Asia 77.14%
Japan 0.00%
0.00%
38.40%
Hong Kong 9.37%
Singapore 2.75%
South Korea 10.97%
Taiwan 15.30%
38.74%
China 22.00%
India 14.72%
Indonesia 0.14%
Malaysia 1.46%
Thailand 0.42%
Unidentified Region -0.54%

Stock Sector Exposure

Cyclical
43.34%
Materials
5.81%
Consumer Discretionary
11.94%
Financials
21.94%
Real Estate
3.64%
Sensitive
50.17%
Communication Services
13.09%
Energy
6.44%
Industrials
6.58%
Information Technology
24.05%
Defensive
5.41%
Consumer Staples
4.98%
Health Care
0.43%
Utilities
0.00%
Not Classified
1.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.08%
As of June 30, 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