Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.25%
Stock 97.40%
Bond 0.00%
Convertible 0.00%
Preferred 1.51%
Other -1.16%
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Market Capitalization

As of June 30, 2025
Large 80.74%
Mid 13.89%
Small 5.37%
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Region Exposure

% Developed Markets: 52.84%    % Emerging Markets: 46.04%    % Unidentified Markets: 1.12%

Americas 13.21%
4.53%
Canada 2.27%
United States 2.25%
8.68%
Brazil 4.35%
Mexico 2.18%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.62%
United Kingdom 1.02%
2.34%
Ireland 1.38%
0.00%
1.27%
United Arab Emirates 1.27%
Greater Asia 81.05%
Japan 0.00%
0.98%
Australia 0.98%
42.71%
Hong Kong 6.60%
Singapore 4.64%
South Korea 10.75%
Taiwan 20.72%
37.36%
China 15.07%
India 17.01%
Kazakhstan 1.36%
Unidentified Region 1.12%

Stock Sector Exposure

Cyclical
38.87%
Materials
3.37%
Consumer Discretionary
12.59%
Financials
18.18%
Real Estate
4.73%
Sensitive
55.13%
Communication Services
10.76%
Energy
4.49%
Industrials
6.61%
Information Technology
33.28%
Defensive
2.32%
Consumer Staples
1.42%
Health Care
0.90%
Utilities
0.00%
Not Classified
3.68%
Non Classified Equity
3.68%
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