Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.01%
Stock 95.42%
Bond 0.00%
Convertible 0.00%
Preferred 2.57%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 95.77%
Mid 4.10%
Small 0.13%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 43.71%    % Emerging Markets: 54.28%    % Unidentified Markets: 2.01%

Americas 12.57%
1.11%
Canada 0.60%
United States 0.51%
11.46%
Brazil 6.22%
Mexico 2.69%
Peru 1.19%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.54%
United Kingdom 2.22%
2.00%
France 0.66%
Greece 1.08%
Ireland 0.26%
3.43%
Poland 1.37%
Turkey 0.67%
2.89%
South Africa 1.28%
United Arab Emirates 1.61%
Greater Asia 74.88%
Japan 0.00%
0.00%
36.77%
Hong Kong 5.72%
Singapore 1.51%
South Korea 13.47%
Taiwan 16.07%
38.11%
China 19.38%
India 16.29%
Indonesia 0.92%
Philippines 0.67%
Thailand 0.86%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
39.24%
Materials
2.17%
Consumer Discretionary
12.13%
Financials
24.21%
Real Estate
0.73%
Sensitive
50.67%
Communication Services
11.87%
Energy
3.58%
Industrials
10.59%
Information Technology
24.63%
Defensive
8.98%
Consumer Staples
4.42%
Health Care
2.37%
Utilities
2.20%
Not Classified
1.10%
Non Classified Equity
1.10%
Not Classified - Non Equity
0.00%
As of June 30, 2025
View Region Exposure
Start Trial

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