Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.07%
Stock 94.89%
Bond 2.05%
Convertible 0.00%
Preferred 2.16%
Other -2.17%
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Market Capitalization

As of July 31, 2026
Large 93.69%
Mid 5.82%
Small 0.48%
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Region Exposure

% Developed Markets: 55.54%    % Emerging Markets: 45.41%    % Unidentified Markets: -0.95%

Americas 9.61%
2.72%
Canada 0.04%
United States 2.68%
6.89%
Brazil 4.10%
Chile 0.47%
Colombia 0.18%
Mexico 1.73%
Peru 0.27%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.64%
United Kingdom 0.00%
1.38%
Greece 0.56%
Ireland 0.42%
Netherlands 0.08%
Switzerland 0.16%
1.89%
Czech Republic 0.12%
Poland 1.04%
Turkey 0.37%
7.37%
Egypt 0.07%
Qatar 0.47%
Saudi Arabia 2.43%
South Africa 2.67%
United Arab Emirates 1.17%
Greater Asia 80.69%
Japan 0.00%
0.04%
Australia 0.04%
49.04%
Hong Kong 3.49%
Singapore 0.26%
South Korea 19.50%
Taiwan 25.80%
31.61%
China 17.30%
India 11.55%
Indonesia 0.49%
Malaysia 0.98%
Philippines 0.30%
Thailand 0.99%
Unidentified Region -0.95%

Stock Sector Exposure

Cyclical
34.44%
Materials
5.46%
Consumer Discretionary
8.50%
Financials
19.47%
Real Estate
1.02%
Sensitive
54.90%
Communication Services
6.52%
Energy
3.39%
Industrials
6.20%
Information Technology
38.79%
Defensive
6.96%
Consumer Staples
2.51%
Health Care
2.53%
Utilities
1.91%
Not Classified
0.03%
Non Classified Equity
0.03%
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