Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.47%
Stock 94.53%
Bond 0.87%
Convertible 0.00%
Preferred 1.89%
Other 0.23%
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Market Capitalization

As of July 31, 2026
Large 89.17%
Mid 8.60%
Small 2.22%
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Region Exposure

% Developed Markets: 52.48%    % Emerging Markets: 46.51%    % Unidentified Markets: 1.01%

Americas 11.06%
1.83%
United States 1.83%
9.23%
Brazil 4.99%
Chile 0.50%
Mexico 2.57%
Peru 1.16%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.75%
United Kingdom 0.84%
0.83%
Greece 0.83%
2.80%
Poland 1.38%
Turkey 0.49%
5.29%
Saudi Arabia 1.57%
South Africa 2.52%
United Arab Emirates 1.19%
Greater Asia 78.17%
Japan 0.00%
0.00%
47.79%
Hong Kong 4.52%
Singapore 1.07%
South Korea 18.12%
Taiwan 24.08%
30.38%
China 17.68%
India 11.26%
Malaysia 0.46%
Philippines 0.50%
Thailand 0.48%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
36.82%
Materials
4.57%
Consumer Discretionary
10.11%
Financials
18.83%
Real Estate
3.31%
Sensitive
55.40%
Communication Services
7.83%
Energy
1.95%
Industrials
9.16%
Information Technology
36.46%
Defensive
5.44%
Consumer Staples
1.51%
Health Care
1.71%
Utilities
2.21%
Not Classified
0.00%
Non Classified Equity
0.00%
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