Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.48%
Stock 90.20%
Bond 0.00%
Convertible 0.00%
Preferred 4.89%
Other 2.43%
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Market Capitalization

As of June 30, 2025
Large 97.51%
Mid 2.41%
Small 0.08%
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Region Exposure

% Developed Markets: 30.22%    % Emerging Markets: 67.15%    % Unidentified Markets: 2.62%

Americas 30.35%
6.16%
United States 6.16%
24.19%
Argentina 0.44%
Brazil 18.03%
Colombia 0.17%
Mexico 2.19%
Peru 0.51%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.42%
United Kingdom 2.18%
2.92%
France 2.13%
Greece 0.43%
Switzerland 0.36%
0.53%
Poland 0.03%
8.79%
Saudi Arabia 2.33%
United Arab Emirates 6.47%
Greater Asia 52.61%
Japan 0.00%
0.00%
12.50%
Singapore 2.50%
South Korea 1.28%
Taiwan 8.72%
40.10%
India 33.56%
Indonesia 4.58%
Kazakhstan 0.33%
Philippines 0.20%
Thailand 1.43%
Unidentified Region 2.62%

Stock Sector Exposure

Cyclical
34.73%
Materials
2.84%
Consumer Discretionary
3.50%
Financials
26.67%
Real Estate
1.73%
Sensitive
35.69%
Communication Services
4.94%
Energy
10.15%
Industrials
11.44%
Information Technology
9.17%
Defensive
29.23%
Consumer Staples
18.16%
Health Care
2.02%
Utilities
9.04%
Not Classified
0.34%
Non Classified Equity
0.34%
Not Classified - Non Equity
0.00%
As of June 30, 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