Asset Allocation

As of December 31, 2024.
Type % Net
Cash 4.31%
Stock 95.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2024
Large 91.59%
Mid 5.52%
Small 2.89%
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Region Exposure

% Developed Markets: 52.60%    % Emerging Markets: 47.74%    % Unidentified Markets: -0.35%

Americas 4.41%
4.41%
Canada 4.41%
0.00%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 95.93%
Japan 0.00%
8.08%
Australia 8.08%
40.10%
Hong Kong 9.17%
Singapore 2.93%
South Korea 9.46%
Taiwan 18.54%
47.74%
China 23.52%
India 21.19%
Indonesia 2.56%
Philippines 0.46%
Unidentified Region -0.35%

Stock Sector Exposure

Cyclical
36.38%
Materials
2.63%
Consumer Discretionary
9.77%
Financials
20.96%
Real Estate
3.02%
Sensitive
54.64%
Communication Services
14.14%
Energy
5.43%
Industrials
3.51%
Information Technology
31.55%
Defensive
6.85%
Consumer Staples
2.08%
Health Care
3.75%
Utilities
1.01%
Not Classified
2.13%
Non Classified Equity
2.13%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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