Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.23%
Stock 96.13%
Bond 1.49%
Convertible 0.00%
Preferred 0.67%
Other 0.47%
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Market Capitalization

As of June 30, 2026
Large 94.77%
Mid 3.55%
Small 1.67%
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Region Exposure

% Developed Markets: 56.86%    % Emerging Markets: 41.55%    % Unidentified Markets: 1.59%

Americas 10.44%
3.56%
United States 3.56%
6.88%
Brazil 3.95%
Chile 0.15%
Colombia 0.01%
Mexico 1.89%
Peru 0.87%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.07%
United Kingdom 0.22%
1.68%
Greece 1.00%
Netherlands 0.02%
Switzerland 0.32%
2.62%
Czech Republic 0.01%
Poland 1.11%
Turkey 0.53%
4.56%
Qatar 0.01%
Saudi Arabia 1.13%
South Africa 2.48%
United Arab Emirates 0.94%
Greater Asia 78.89%
Japan 0.00%
0.62%
Australia 0.62%
49.83%
Hong Kong 2.17%
Singapore 0.13%
South Korea 22.21%
Taiwan 25.32%
28.44%
China 19.96%
India 5.72%
Indonesia 0.73%
Malaysia 0.14%
Philippines 0.87%
Thailand 1.02%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
29.27%
Materials
3.11%
Consumer Discretionary
7.37%
Financials
18.27%
Real Estate
0.53%
Sensitive
62.46%
Communication Services
6.03%
Energy
0.91%
Industrials
10.33%
Information Technology
45.19%
Defensive
5.42%
Consumer Staples
1.72%
Health Care
2.75%
Utilities
0.95%
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