Asset Allocation

As of June 30, 2026.
Type % Net
Cash -1.40%
Stock 86.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 14.69%
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Market Capitalization

As of June 30, 2026
Large 86.87%
Mid 10.44%
Small 2.69%
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Region Exposure

% Developed Markets: 59.41%    % Emerging Markets: 27.32%    % Unidentified Markets: 13.28%

Americas 0.00%
0.00%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 86.72%
Japan 7.65%
0.00%
51.75%
Hong Kong 1.14%
South Korea 21.45%
Taiwan 29.16%
27.32%
China 21.31%
India 6.00%
Unidentified Region 13.28%

Stock Sector Exposure

Cyclical
9.08%
Materials
1.56%
Consumer Discretionary
7.07%
Financials
0.44%
Real Estate
0.00%
Sensitive
89.14%
Communication Services
2.99%
Energy
1.85%
Industrials
19.06%
Information Technology
65.24%
Defensive
1.79%
Consumer Staples
0.00%
Health Care
1.79%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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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