Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.38%
Stock 91.36%
Bond 0.00%
Convertible 0.00%
Preferred 9.02%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 77.48%
Mid 14.24%
Small 8.28%
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Region Exposure

% Developed Markets: 51.21%    % Emerging Markets: 49.17%    % Unidentified Markets: -0.38%

Americas 8.94%
0.00%
8.94%
Brazil 5.09%
Mexico 2.90%
Peru 0.95%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.71%
United Kingdom 2.67%
2.17%
Greece 1.17%
Switzerland 0.99%
2.54%
Turkey 1.35%
6.34%
Egypt 1.08%
Saudi Arabia 2.49%
South Africa 1.32%
United Arab Emirates 1.44%
Greater Asia 77.73%
Japan 0.00%
0.00%
44.93%
Hong Kong 2.54%
Singapore 1.65%
South Korea 18.10%
Taiwan 22.64%
32.80%
China 16.33%
India 12.58%
Kazakhstan 1.50%
Philippines 2.19%
Unidentified Region -0.38%

Stock Sector Exposure

Cyclical
33.51%
Materials
1.62%
Consumer Discretionary
7.65%
Financials
18.31%
Real Estate
5.92%
Sensitive
59.79%
Communication Services
6.26%
Energy
2.90%
Industrials
10.72%
Information Technology
39.90%
Defensive
5.02%
Consumer Staples
1.25%
Health Care
3.77%
Utilities
0.00%
Not Classified
1.69%
Non Classified Equity
1.69%
As of July 31, 2026
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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