Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.59%
Stock 98.05%
Bond 0.75%
Convertible 0.00%
Preferred 0.44%
Other 0.18%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 92.93%
Mid 5.99%
Small 1.08%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 38.56%    % Emerging Markets: 61.26%    % Unidentified Markets: 0.18%

Americas 17.65%
3.13%
Canada 1.06%
United States 2.07%
14.52%
Argentina 0.08%
Brazil 9.36%
Chile 0.15%
Mexico 2.11%
Peru 1.23%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.55%
United Kingdom 0.34%
1.84%
Greece 1.23%
1.09%
Poland 0.66%
7.28%
Saudi Arabia 0.30%
South Africa 6.21%
United Arab Emirates 0.77%
Greater Asia 71.62%
Japan 0.00%
0.00%
32.30%
Hong Kong 6.71%
Singapore 2.62%
South Korea 10.16%
Taiwan 12.26%
39.31%
China 21.58%
India 14.34%
Indonesia 1.53%
Thailand 1.20%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
52.35%
Materials
6.86%
Consumer Discretionary
16.34%
Financials
24.85%
Real Estate
4.30%
Sensitive
40.34%
Communication Services
10.85%
Energy
2.48%
Industrials
8.31%
Information Technology
18.71%
Defensive
6.01%
Consumer Staples
4.97%
Health Care
1.04%
Utilities
0.00%
Not Classified
1.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.30%
As of June 30, 2025
View Region Exposure
Start Trial

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