Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.27%
Stock 96.39%
Bond 0.93%
Convertible 0.00%
Preferred 1.41%
Other 1.01%
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Market Capitalization

As of July 31, 2026
Large 88.89%
Mid 8.60%
Small 2.51%
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Region Exposure

% Developed Markets: 57.88%    % Emerging Markets: 42.00%    % Unidentified Markets: 0.11%

Americas 17.26%
1.10%
Canada 0.00%
United States 1.10%
16.16%
Argentina 0.11%
Brazil 7.00%
Chile 0.37%
Colombia 0.24%
Mexico 5.03%
Peru 0.26%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.66%
United Kingdom 1.43%
1.52%
Belgium 0.08%
Greece 0.88%
Ireland 0.23%
Netherlands 0.10%
Switzerland 0.12%
1.57%
Czech Republic 0.06%
Poland 0.01%
Turkey 0.53%
5.14%
Egypt 0.31%
Qatar 0.10%
Saudi Arabia 0.54%
South Africa 3.18%
United Arab Emirates 0.90%
Greater Asia 72.96%
Japan 2.35%
0.00%
Australia 0.00%
48.69%
Hong Kong 5.22%
Singapore 2.72%
South Korea 24.56%
Taiwan 16.19%
21.91%
China 8.45%
India 10.11%
Indonesia 0.50%
Malaysia 0.90%
Pakistan 0.00%
Philippines 0.19%
Thailand 1.77%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
31.80%
Materials
2.39%
Consumer Discretionary
12.61%
Financials
15.58%
Real Estate
1.21%
Sensitive
56.43%
Communication Services
6.96%
Energy
5.22%
Industrials
12.35%
Information Technology
31.90%
Defensive
10.07%
Consumer Staples
6.43%
Health Care
1.65%
Utilities
1.99%
Not Classified
0.05%
Non Classified Equity
0.05%
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