Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.37%
Stock 94.51%
Bond 2.54%
Convertible 0.00%
Preferred 0.58%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 92.81%
Mid 5.12%
Small 2.08%
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Region Exposure

% Developed Markets: 60.03%    % Emerging Markets: 37.42%    % Unidentified Markets: 2.55%

Americas 11.74%
4.08%
Canada 1.11%
United States 2.97%
7.66%
Brazil 3.15%
Chile 0.58%
Mexico 0.83%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.98%
United Kingdom 0.45%
0.07%
Switzerland 0.07%
1.23%
Poland 0.65%
Turkey 0.59%
5.23%
Egypt 0.62%
South Africa 3.40%
United Arab Emirates 1.21%
Greater Asia 78.73%
Japan 0.00%
0.00%
53.65%
Hong Kong 3.04%
Singapore 0.77%
South Korea 26.70%
Taiwan 23.15%
25.08%
China 17.71%
India 5.30%
Kazakhstan 0.95%
Malaysia 1.12%
Unidentified Region 2.55%

Stock Sector Exposure

Cyclical
22.64%
Materials
5.71%
Consumer Discretionary
5.45%
Financials
10.42%
Real Estate
1.06%
Sensitive
67.41%
Communication Services
4.32%
Energy
3.45%
Industrials
6.52%
Information Technology
53.12%
Defensive
4.67%
Consumer Staples
2.52%
Health Care
2.16%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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