Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.12%
Stock 90.62%
Bond 0.57%
Convertible 0.00%
Preferred 7.96%
Other 0.96%
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Market Capitalization

As of June 30, 2025
Large 79.00%
Mid 17.08%
Small 3.92%
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Region Exposure

% Developed Markets: 28.07%    % Emerging Markets: 71.62%    % Unidentified Markets: 0.31%

Americas 19.92%
0.65%
Canada -0.00%
United States 0.65%
19.26%
Brazil 16.57%
Chile 1.22%
Mexico 1.48%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.91%
United Kingdom 0.00%
1.88%
Greece 0.78%
Netherlands 1.10%
1.10%
Poland 0.78%
Turkey 0.32%
6.93%
Qatar 0.17%
Saudi Arabia 0.35%
South Africa 6.09%
United Arab Emirates 0.29%
Greater Asia 69.86%
Japan 0.00%
0.00%
25.05%
Hong Kong 2.71%
South Korea 14.23%
Taiwan 8.10%
44.81%
China 26.24%
India 9.67%
Indonesia 1.88%
Malaysia 0.72%
Philippines 0.20%
Thailand 6.10%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
48.64%
Materials
14.37%
Consumer Discretionary
6.03%
Financials
27.23%
Real Estate
1.01%
Sensitive
39.54%
Communication Services
5.98%
Energy
15.77%
Industrials
12.96%
Information Technology
4.84%
Defensive
11.08%
Consumer Staples
5.53%
Health Care
1.14%
Utilities
4.40%
Not Classified
0.74%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.71%
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