Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.52%
Stock 95.05%
Bond 4.43%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 65.38%
Mid 23.88%
Small 10.75%
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Region Exposure

% Developed Markets: 47.53%    % Emerging Markets: 52.47%    % Unidentified Markets: 0.00%

Americas 8.92%
4.95%
Canada 4.95%
3.97%
Brazil 3.97%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.11%
United Kingdom 0.00%
5.49%
Greece 1.37%
Ireland 0.86%
Netherlands 2.82%
8.71%
Poland 6.38%
Turkey 0.60%
8.91%
Saudi Arabia 2.38%
United Arab Emirates 6.53%
Greater Asia 67.97%
Japan 0.00%
0.00%
30.56%
Singapore 1.98%
South Korea 5.97%
Taiwan 22.61%
37.41%
China 20.81%
India 9.99%
Kazakhstan 3.79%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
18.86%
Materials
0.45%
Consumer Discretionary
4.26%
Financials
8.64%
Real Estate
5.51%
Sensitive
74.14%
Communication Services
19.06%
Energy
7.19%
Industrials
28.46%
Information Technology
19.42%
Defensive
4.63%
Consumer Staples
4.63%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.37%
Non Classified Equity
2.37%
Not Classified - Non Equity
0.00%
As of August 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