Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.15%
Stock 91.50%
Bond 2.24%
Convertible 0.00%
Preferred 4.86%
Other -0.75%
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Market Capitalization

As of June 30, 2026
Large 86.23%
Mid 9.56%
Small 4.21%
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Region Exposure

% Developed Markets: 62.33%    % Emerging Markets: 35.66%    % Unidentified Markets: 2.01%

Americas 2.25%
2.25%
United States 2.25%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 95.75%
Japan 0.00%
1.07%
Australia 1.07%
59.02%
Hong Kong 2.20%
Singapore 4.81%
South Korea 21.99%
Taiwan 30.01%
35.66%
China 22.91%
India 10.52%
Indonesia 1.12%
Philippines 1.12%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
22.77%
Materials
3.32%
Consumer Discretionary
6.91%
Financials
12.54%
Real Estate
0.00%
Sensitive
67.24%
Communication Services
6.11%
Energy
1.70%
Industrials
13.57%
Information Technology
45.86%
Defensive
5.01%
Consumer Staples
1.89%
Health Care
3.12%
Utilities
0.00%
Not Classified
0.75%
Non Classified Equity
0.75%
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