Asset Allocation

As of July 31, 2025.
Type % Net
Cash 9.45%
Stock 90.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of July 31, 2025
Large 95.78%
Mid 4.10%
Small 0.12%
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Region Exposure

% Developed Markets: 38.72%    % Emerging Markets: 44.19%    % Unidentified Markets: 17.09%

Americas 6.46%
1.46%
United States 1.46%
5.00%
Brazil 3.20%
Mexico 1.33%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.57%
United Kingdom 0.00%
0.00%
0.00%
7.57%
Saudi Arabia 3.45%
South Africa 0.91%
United Arab Emirates 1.21%
Greater Asia 68.88%
Japan 0.00%
0.00%
34.04%
Hong Kong 3.37%
South Korea 7.96%
Taiwan 22.71%
34.83%
China 19.69%
India 14.71%
Indonesia 0.43%
Unidentified Region 17.09%

Stock Sector Exposure

Cyclical
38.10%
Materials
5.53%
Consumer Discretionary
7.94%
Financials
23.29%
Real Estate
1.33%
Sensitive
43.20%
Communication Services
12.08%
Energy
1.20%
Industrials
3.94%
Information Technology
25.98%
Defensive
10.33%
Consumer Staples
3.52%
Health Care
6.81%
Utilities
0.00%
Not Classified
8.38%
Non Classified Equity
8.38%
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