Asset Allocation

As of August 31, 2025.
Type % Net
Cash -2.03%
Stock 97.95%
Bond 3.08%
Convertible 0.00%
Preferred 0.00%
Other 1.00%
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Market Capitalization

As of August 31, 2025
Large 88.32%
Mid 9.44%
Small 2.23%
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Region Exposure

% Developed Markets: 40.07%    % Emerging Markets: 56.43%    % Unidentified Markets: 3.50%

Americas 12.71%
3.14%
Canada 4.05%
United States -0.90%
9.57%
Brazil 1.97%
Mexico 4.66%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.94%
United Kingdom 0.26%
0.57%
7.09%
Poland 3.00%
Russia 0.00%
Turkey 1.73%
2.02%
United Arab Emirates 2.02%
Greater Asia 73.85%
Japan 0.00%
0.00%
31.13%
Hong Kong 8.07%
South Korea 6.35%
Taiwan 16.71%
42.72%
China 22.68%
India 14.85%
Indonesia 2.76%
Kazakhstan 1.14%
Philippines 0.52%
Unidentified Region 3.50%

Stock Sector Exposure

Cyclical
46.98%
Materials
7.43%
Consumer Discretionary
9.98%
Financials
25.54%
Real Estate
4.02%
Sensitive
41.97%
Communication Services
10.09%
Energy
1.01%
Industrials
8.17%
Information Technology
22.70%
Defensive
4.30%
Consumer Staples
2.80%
Health Care
1.50%
Utilities
0.00%
Not Classified
6.75%
Non Classified Equity
1.09%
Not Classified - Non Equity
5.66%
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