Asset Allocation

As of May 31, 2025.
Type % Net
Cash 5.69%
Stock 95.67%
Bond 0.66%
Convertible 0.00%
Preferred 0.00%
Other -2.01%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 84.35%    % Emerging Markets: 15.92%    % Unidentified Markets: -0.28%

Americas 2.39%
2.39%
Canada 0.90%
United States 1.49%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.83%
United Kingdom 0.14%
0.69%
Belgium 0.02%
Ireland 0.67%
0.00%
0.00%
Greater Asia 97.06%
Japan 40.62%
14.94%
Australia 14.94%
25.57%
Hong Kong 5.97%
Singapore 7.37%
South Korea 1.79%
Taiwan 10.45%
15.92%
China 10.36%
India 4.24%
Philippines 1.33%
Unidentified Region -0.28%

Stock Sector Exposure

Cyclical
35.10%
Materials
3.36%
Consumer Discretionary
12.76%
Financials
18.98%
Real Estate
0.00%
Sensitive
49.74%
Communication Services
12.29%
Energy
0.00%
Industrials
20.36%
Information Technology
17.10%
Defensive
9.03%
Consumer Staples
5.48%
Health Care
3.56%
Utilities
0.00%
Not Classified
6.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.12%
As of May 31, 2025
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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