Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.16%
Stock 93.56%
Bond 0.38%
Convertible 0.00%
Preferred 1.68%
Other 4.54%
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Market Capitalization

As of July 31, 2026
Large 93.77%
Mid 5.16%
Small 1.07%
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Region Exposure

% Developed Markets: 50.35%    % Emerging Markets: 45.12%    % Unidentified Markets: 4.54%

Americas 7.65%
1.34%
United States 1.34%
6.31%
Brazil 4.10%
Mexico 2.21%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.47%
United Kingdom 0.85%
1.18%
Greece 1.18%
2.37%
Poland 1.00%
5.07%
Saudi Arabia 2.81%
South Africa 2.26%
Greater Asia 78.34%
Japan 0.00%
0.00%
46.98%
Hong Kong 4.04%
South Korea 18.59%
Taiwan 24.35%
31.36%
China 17.48%
India 12.22%
Philippines 1.67%
Unidentified Region 4.54%

Stock Sector Exposure

Cyclical
31.29%
Materials
2.42%
Consumer Discretionary
5.48%
Financials
23.39%
Real Estate
0.00%
Sensitive
58.48%
Communication Services
9.24%
Energy
2.51%
Industrials
7.93%
Information Technology
38.80%
Defensive
5.69%
Consumer Staples
0.64%
Health Care
2.32%
Utilities
2.73%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 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