Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.07%
Stock 94.78%
Bond 2.76%
Convertible 0.00%
Preferred 1.23%
Other 0.15%
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Market Capitalization

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

% Developed Markets: 42.23%    % Emerging Markets: 57.86%    % Unidentified Markets: -0.08%

Americas 13.98%
5.29%
Canada 3.79%
United States 1.50%
8.69%
Argentina 0.17%
Brazil 5.50%
Chile 0.07%
Colombia 0.26%
Mexico 1.63%
Peru 0.25%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.50%
United Kingdom 1.42%
2.30%
Austria 0.13%
Denmark 0.00%
France 0.05%
Germany 0.02%
Greece 0.87%
Ireland 0.09%
Italy 0.03%
Netherlands 0.24%
Norway 0.00%
Sweden 0.00%
Switzerland 0.27%
2.30%
Czech Republic 0.02%
Poland 0.78%
Turkey 0.98%
6.47%
Egypt 0.17%
Qatar 0.03%
Saudi Arabia 1.74%
South Africa 2.15%
United Arab Emirates 1.43%
Greater Asia 73.61%
Japan 0.01%
0.00%
Australia 0.00%
31.67%
Hong Kong 5.28%
Singapore 1.58%
South Korea 11.38%
Taiwan 13.43%
41.93%
China 22.35%
India 14.33%
Indonesia 0.96%
Kazakhstan 0.73%
Malaysia 0.28%
Pakistan 0.18%
Philippines 0.44%
Thailand 1.44%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
45.64%
Materials
6.15%
Consumer Discretionary
13.42%
Financials
23.13%
Real Estate
2.93%
Sensitive
40.25%
Communication Services
10.26%
Energy
2.63%
Industrials
8.06%
Information Technology
19.31%
Defensive
9.76%
Consumer Staples
5.41%
Health Care
2.79%
Utilities
1.56%
Not Classified
4.35%
Non Classified Equity
1.35%
Not Classified - Non Equity
3.00%
As of June 30, 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