Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.99%
Stock 92.33%
Bond 1.18%
Convertible 0.00%
Preferred 6.14%
Other -0.64%
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Market Capitalization

As of June 30, 2026
Large 98.09%
Mid 1.83%
Small 0.08%
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Region Exposure

% Developed Markets: 39.68%    % Emerging Markets: 61.52%    % Unidentified Markets: -1.19%

Americas 28.38%
4.37%
United States 4.37%
24.02%
Brazil 20.56%
Mexico 3.45%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.28%
United Kingdom 4.60%
8.04%
Belgium 0.85%
France 3.34%
Greece 1.49%
Italy 1.10%
Switzerland 1.25%
2.29%
Poland 1.08%
5.35%
Saudi Arabia 1.06%
United Arab Emirates 4.30%
Greater Asia 52.53%
Japan 0.00%
0.00%
18.37%
Hong Kong 4.02%
Singapore 1.26%
South Korea 0.93%
Taiwan 12.17%
34.16%
China 10.98%
India 21.86%
Philippines 1.32%
Unidentified Region -1.19%

Stock Sector Exposure

Cyclical
21.36%
Materials
1.51%
Consumer Discretionary
0.85%
Financials
19.00%
Real Estate
0.00%
Sensitive
51.55%
Communication Services
8.11%
Energy
18.53%
Industrials
12.04%
Information Technology
12.87%
Defensive
25.10%
Consumer Staples
10.79%
Health Care
0.00%
Utilities
14.31%
Not Classified
0.01%
Non Classified Equity
0.01%
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