Asset Allocation

As of May 31, 2025.
Type % Net
Cash -3.37%
Stock 97.23%
Bond 4.14%
Convertible 0.00%
Preferred 0.00%
Other 2.00%
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Market Capitalization

As of May 31, 2025
Large 87.69%
Mid 8.92%
Small 3.39%
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Region Exposure

% Developed Markets: 38.06%    % Emerging Markets: 57.02%    % Unidentified Markets: 4.92%

Americas 12.69%
1.79%
Canada 3.43%
United States -1.64%
10.90%
Brazil 3.22%
Mexico 4.86%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.53%
United Kingdom 0.35%
1.44%
Switzerland 0.98%
7.72%
Poland 3.51%
Russia 0.00%
Turkey 1.54%
2.03%
United Arab Emirates 2.03%
Greater Asia 70.86%
Japan 0.00%
0.00%
29.63%
Hong Kong 6.98%
South Korea 7.24%
Taiwan 15.40%
41.23%
China 21.05%
India 14.69%
Indonesia 3.30%
Kazakhstan 1.09%
Philippines 0.71%
Unidentified Region 4.92%

Stock Sector Exposure

Cyclical
47.58%
Materials
4.37%
Consumer Discretionary
12.04%
Financials
27.86%
Real Estate
3.32%
Sensitive
38.66%
Communication Services
9.52%
Energy
1.21%
Industrials
6.64%
Information Technology
21.29%
Defensive
5.00%
Consumer Staples
1.47%
Health Care
1.17%
Utilities
2.35%
Not Classified
8.76%
Non Classified Equity
1.03%
Not Classified - Non Equity
7.72%
As of May 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