Asset Allocation

As of July 31, 2025.
Type % Net
Cash -1.02%
Stock 96.90%
Bond 2.12%
Convertible 0.00%
Preferred 0.00%
Other 2.00%
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Market Capitalization

As of July 31, 2025
Large 89.06%
Mid 8.83%
Small 2.12%
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Region Exposure

% Developed Markets: 40.41%    % Emerging Markets: 55.49%    % Unidentified Markets: 4.09%

Americas 11.38%
2.16%
Canada 3.28%
United States -1.12%
9.22%
Brazil 1.93%
Mexico 4.65%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.12%
United Kingdom 0.21%
0.37%
7.45%
Poland 3.34%
Russia 0.00%
Turkey 1.77%
2.10%
United Arab Emirates 2.10%
Greater Asia 74.41%
Japan 0.00%
0.00%
32.94%
Hong Kong 6.69%
South Korea 7.87%
Taiwan 18.38%
41.46%
China 21.57%
India 15.11%
Indonesia 2.63%
Kazakhstan 0.96%
Philippines 0.54%
Thailand 0.04%
Unidentified Region 4.09%

Stock Sector Exposure

Cyclical
45.83%
Materials
5.01%
Consumer Discretionary
10.53%
Financials
27.04%
Real Estate
3.25%
Sensitive
45.13%
Communication Services
9.94%
Energy
1.08%
Industrials
9.46%
Information Technology
24.65%
Defensive
3.73%
Consumer Staples
2.71%
Health Care
1.02%
Utilities
0.00%
Not Classified
5.31%
Non Classified Equity
0.95%
Not Classified - Non Equity
4.36%
As of July 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