Asset Allocation

As of June 30, 2025.
Type % Net
Cash -1.30%
Stock 97.87%
Bond 0.00%
Convertible 0.00%
Preferred 3.43%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 70.12%
Mid 17.81%
Small 12.07%
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Region Exposure

% Developed Markets: 37.55%    % Emerging Markets: 63.75%    % Unidentified Markets: -1.30%

Americas 12.72%
0.00%
12.72%
Argentina 0.92%
Brazil 4.88%
Mexico 1.61%
Peru 1.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.11%
United Kingdom 3.86%
8.08%
Greece 2.65%
Ireland 0.97%
Netherlands 3.07%
5.74%
Poland 1.63%
Turkey 2.31%
5.43%
Egypt 1.08%
Saudi Arabia 2.42%
United Arab Emirates 1.93%
Greater Asia 65.48%
Japan 0.00%
0.00%
23.69%
Hong Kong 2.71%
Singapore 1.81%
South Korea 7.21%
Taiwan 11.96%
41.79%
China 16.49%
India 21.01%
Kazakhstan 1.89%
Philippines 2.41%
Unidentified Region -1.30%

Stock Sector Exposure

Cyclical
54.37%
Materials
0.00%
Consumer Discretionary
22.36%
Financials
24.50%
Real Estate
7.51%
Sensitive
37.95%
Communication Services
5.65%
Energy
4.02%
Industrials
10.85%
Information Technology
17.43%
Defensive
5.81%
Consumer Staples
0.99%
Health Care
4.83%
Utilities
0.00%
Not Classified
1.86%
Non Classified Equity
1.86%
Not Classified - Non Equity
0.00%
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