Asset Allocation

As of June 30, 2025.
Type % Net
Cash 5.33%
Stock 93.14%
Bond 0.00%
Convertible 0.00%
Preferred 2.63%
Other -1.10%
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Market Capitalization

As of June 30, 2025
Large 72.64%
Mid 17.63%
Small 9.73%
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Region Exposure

% Developed Markets: 59.20%    % Emerging Markets: 41.26%    % Unidentified Markets: -0.46%

Americas 22.40%
7.95%
Canada 2.62%
United States 5.33%
14.45%
Brazil 8.14%
Mexico 3.70%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.39%
United Kingdom 1.38%
0.98%
0.00%
3.03%
United Arab Emirates 3.03%
Greater Asia 72.67%
Japan 0.00%
1.03%
Australia 1.03%
44.83%
Singapore 5.10%
South Korea 14.43%
Taiwan 25.30%
26.81%
India 21.53%
Kazakhstan 1.43%
Unidentified Region -0.46%

Stock Sector Exposure

Cyclical
35.78%
Materials
2.73%
Consumer Discretionary
7.67%
Financials
18.48%
Real Estate
6.89%
Sensitive
57.05%
Communication Services
4.35%
Energy
5.52%
Industrials
6.63%
Information Technology
40.55%
Defensive
3.92%
Consumer Staples
2.91%
Health Care
1.01%
Utilities
0.00%
Not Classified
3.25%
Non Classified Equity
3.25%
Not Classified - Non Equity
0.00%
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