Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.46%
Stock 93.28%
Bond 0.54%
Convertible 0.00%
Preferred 3.41%
Other 2.30%
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Market Capitalization

As of June 30, 2026
Large 93.37%
Mid 6.35%
Small 0.28%
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Region Exposure

% Developed Markets: 58.04%    % Emerging Markets: 40.77%    % Unidentified Markets: 1.18%

Americas 6.95%
0.62%
United States 0.62%
6.33%
Brazil 3.15%
Chile 0.47%
Colombia 0.27%
Mexico 1.55%
Peru 0.38%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.83%
United Kingdom 0.18%
1.70%
Greece 0.39%
Ireland 1.31%
2.07%
Czech Republic 0.11%
Poland 0.89%
Turkey 0.76%
6.88%
Egypt 0.09%
Qatar 0.46%
Saudi Arabia 2.19%
South Africa 2.41%
United Arab Emirates 1.18%
Greater Asia 81.04%
Japan 0.00%
0.00%
52.86%
Hong Kong 2.53%
South Korea 22.77%
Taiwan 27.56%
28.18%
China 15.10%
India 9.67%
Indonesia 0.64%
Malaysia 1.29%
Philippines 0.25%
Thailand 1.23%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
30.66%
Materials
4.64%
Consumer Discretionary
7.64%
Financials
17.47%
Real Estate
0.92%
Sensitive
61.73%
Communication Services
5.69%
Energy
3.17%
Industrials
7.28%
Information Technology
45.60%
Defensive
6.61%
Consumer Staples
1.94%
Health Care
2.59%
Utilities
2.08%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 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