Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.68%
Stock 91.47%
Bond 2.86%
Convertible 0.00%
Preferred 1.97%
Other 1.02%
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Market Capitalization

As of June 30, 2026
Large 93.81%
Mid 5.75%
Small 0.44%
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Region Exposure

% Developed Markets: 57.88%    % Emerging Markets: 39.11%    % Unidentified Markets: 3.01%

Americas 9.53%
3.70%
Canada 0.03%
United States 3.67%
5.83%
Brazil 3.35%
Chile 0.41%
Colombia 0.13%
Mexico 1.53%
Peru 0.23%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.24%
United Kingdom 0.00%
1.11%
Greece 0.47%
Ireland 0.32%
Netherlands 0.07%
Switzerland 0.13%
1.57%
Czech Republic 0.10%
Poland 0.82%
Turkey 0.34%
6.56%
Egypt 0.06%
Qatar 0.44%
Saudi Arabia 2.22%
South Africa 2.32%
United Arab Emirates 1.04%
Greater Asia 78.21%
Japan 0.00%
0.03%
Australia 0.03%
50.89%
Hong Kong 2.28%
Singapore 0.20%
South Korea 22.51%
Taiwan 25.90%
27.29%
China 14.64%
India 10.26%
Indonesia 0.40%
Malaysia 0.84%
Philippines 0.25%
Thailand 0.90%
Unidentified Region 3.01%

Stock Sector Exposure

Cyclical
29.89%
Materials
4.94%
Consumer Discretionary
6.88%
Financials
17.16%
Real Estate
0.91%
Sensitive
58.62%
Communication Services
5.65%
Energy
2.89%
Industrials
6.35%
Information Technology
43.72%
Defensive
6.19%
Consumer Staples
2.23%
Health Care
2.23%
Utilities
1.73%
Not Classified
0.03%
Non Classified Equity
0.03%
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