Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.00%
Stock 93.11%
Bond 0.00%
Convertible 0.00%
Preferred 5.89%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 97.19%
Mid 2.05%
Small 0.76%
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Region Exposure

% Developed Markets: 43.49%    % Emerging Markets: 56.48%    % Unidentified Markets: 0.03%

Americas 9.53%
0.49%
United States 0.49%
9.05%
Brazil 3.79%
Mexico 4.47%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.32%
United Kingdom 0.00%
2.55%
Greece 1.10%
0.00%
5.77%
Saudi Arabia 1.83%
South Africa 1.07%
United Arab Emirates 2.87%
Greater Asia 82.11%
Japan 0.00%
0.00%
37.58%
Hong Kong 7.68%
Singapore 1.49%
South Korea 10.94%
Taiwan 17.47%
44.53%
China 21.93%
India 18.68%
Indonesia 3.29%
Kazakhstan 0.63%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
43.94%
Materials
4.15%
Consumer Discretionary
13.07%
Financials
23.84%
Real Estate
2.87%
Sensitive
48.19%
Communication Services
11.52%
Energy
0.46%
Industrials
10.93%
Information Technology
25.28%
Defensive
7.23%
Consumer Staples
3.34%
Health Care
2.27%
Utilities
1.62%
Not Classified
0.64%
Non Classified Equity
0.64%
Not Classified - Non Equity
0.00%
As of August 31, 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