Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.52%
Stock 92.42%
Bond 1.91%
Convertible 0.00%
Preferred 4.75%
Other 0.39%
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Market Capitalization

As of July 31, 2026
Large 85.97%
Mid 9.42%
Small 4.61%
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Region Exposure

% Developed Markets: 60.89%    % Emerging Markets: 36.89%    % Unidentified Markets: 2.22%

Americas 1.92%
1.92%
United States 1.92%
0.00%
As of July 31, 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 95.86%
Japan 0.00%
1.42%
Australia 1.42%
57.55%
Hong Kong 2.12%
Singapore 5.53%
South Korea 20.11%
Taiwan 29.79%
36.89%
China 22.83%
India 11.41%
Indonesia 1.33%
Philippines 1.32%
Unidentified Region 2.22%

Stock Sector Exposure

Cyclical
25.75%
Materials
3.24%
Consumer Discretionary
8.39%
Financials
14.13%
Real Estate
0.00%
Sensitive
63.69%
Communication Services
7.31%
Energy
2.15%
Industrials
12.90%
Information Technology
41.33%
Defensive
6.27%
Consumer Staples
2.58%
Health Care
3.69%
Utilities
0.00%
Not Classified
0.68%
Non Classified Equity
0.68%
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