Asset Allocation

As of June 30, 2025.
Type % Net
Cash 6.60%
Stock 91.30%
Bond 0.10%
Convertible 0.00%
Preferred 1.90%
Other 0.11%
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Market Capitalization

As of June 30, 2025
Large 88.02%
Mid 9.69%
Small 2.29%
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Region Exposure

% Developed Markets: 41.95%    % Emerging Markets: 57.88%    % Unidentified Markets: 0.17%

Americas 19.51%
7.90%
Canada 0.75%
United States 7.16%
11.60%
Brazil 6.16%
Chile 0.71%
Colombia 0.07%
Mexico 2.96%
Peru 0.63%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.36%
United Kingdom 0.42%
2.95%
Greece 0.89%
Ireland 0.51%
Netherlands 0.48%
Portugal 0.36%
Switzerland 0.35%
1.79%
Czech Republic 0.11%
Poland 0.47%
Turkey 0.62%
6.21%
Qatar 0.33%
Saudi Arabia 2.15%
South Africa 2.41%
United Arab Emirates 0.85%
Greater Asia 68.96%
Japan 0.24%
0.00%
28.71%
Hong Kong 3.88%
Singapore 0.86%
South Korea 8.98%
Taiwan 14.99%
40.00%
China 20.46%
India 15.15%
Indonesia 1.28%
Kazakhstan 0.29%
Malaysia 0.83%
Philippines 0.30%
Thailand 1.29%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
43.64%
Materials
5.13%
Consumer Discretionary
13.37%
Financials
24.32%
Real Estate
0.82%
Sensitive
41.56%
Communication Services
9.50%
Energy
3.17%
Industrials
6.38%
Information Technology
22.52%
Defensive
14.31%
Consumer Staples
9.49%
Health Care
3.18%
Utilities
1.64%
Not Classified
0.49%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.18%
As of June 30, 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