Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.78%
Stock 95.31%
Bond 1.00%
Convertible 0.00%
Preferred 2.17%
Other 0.74%
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Market Capitalization

As of July 31, 2026
Large 93.81%
Mid 5.74%
Small 0.45%
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Region Exposure

% Developed Markets: 53.68%    % Emerging Markets: 45.33%    % Unidentified Markets: 0.99%

Americas 8.42%
1.62%
Canada 0.04%
United States 1.58%
6.80%
Brazil 4.01%
Chile 0.45%
Colombia 0.18%
Mexico 1.74%
Peru 0.27%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.56%
United Kingdom 0.00%
1.39%
Greece 0.56%
Ireland 0.42%
Netherlands 0.08%
Switzerland 0.16%
1.85%
Czech Republic 0.12%
Poland 1.02%
Turkey 0.37%
7.32%
Egypt 0.07%
Qatar 0.48%
Saudi Arabia 2.44%
South Africa 2.60%
United Arab Emirates 1.17%
Greater Asia 80.03%
Japan 0.00%
0.04%
Australia 0.04%
48.27%
Hong Kong 3.03%
Singapore 0.26%
South Korea 19.07%
Taiwan 25.91%
31.71%
China 17.37%
India 11.60%
Indonesia 0.49%
Malaysia 0.97%
Philippines 0.30%
Thailand 0.99%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
35.15%
Materials
5.58%
Consumer Discretionary
8.68%
Financials
19.87%
Real Estate
1.04%
Sensitive
56.05%
Communication Services
6.65%
Energy
3.47%
Industrials
6.33%
Information Technology
39.60%
Defensive
7.10%
Consumer Staples
2.56%
Health Care
2.59%
Utilities
1.95%
Not Classified
0.04%
Non Classified Equity
0.04%
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