Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.22%
Stock 95.55%
Bond 1.22%
Convertible 0.00%
Preferred 2.08%
Other -0.07%
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Market Capitalization

As of June 30, 2026
Large 93.91%
Mid 5.58%
Small 0.51%
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Region Exposure

% Developed Markets: 57.13%    % Emerging Markets: 42.61%    % Unidentified Markets: 0.27%

Americas 7.18%
1.53%
Canada 0.03%
United States 1.50%
5.65%
Brazil 3.01%
Chile 0.48%
Colombia 0.23%
Mexico 1.61%
Peru 0.20%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.43%
United Kingdom 0.00%
1.09%
Greece 0.49%
Ireland 0.43%
Switzerland 0.14%
0.91%
Czech Republic 0.10%
Poland 0.00%
Turkey 0.51%
7.43%
Egypt 0.04%
Qatar 0.52%
Saudi Arabia 2.19%
South Africa 2.39%
United Arab Emirates 1.73%
Greater Asia 83.12%
Japan 0.00%
0.03%
Australia 0.03%
51.54%
Hong Kong 2.62%
Singapore 0.20%
South Korea 22.58%
Taiwan 26.14%
31.55%
China 15.92%
India 12.31%
Indonesia 0.64%
Malaysia 1.27%
Pakistan 0.00%
Philippines 0.29%
Thailand 1.12%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
31.14%
Materials
4.97%
Consumer Discretionary
7.64%
Financials
17.64%
Real Estate
0.89%
Sensitive
60.02%
Communication Services
5.78%
Energy
3.06%
Industrials
7.51%
Information Technology
43.67%
Defensive
6.73%
Consumer Staples
2.38%
Health Care
2.24%
Utilities
2.12%
Not Classified
0.05%
Non Classified Equity
0.05%
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