Asset Allocation

As of December 31, 2024.
Type % Net
Cash -0.61%
Stock 98.52%
Bond 0.00%
Convertible 0.00%
Preferred 1.61%
Other 0.48%
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Market Capitalization

As of December 31, 2024
Large 93.10%
Mid 6.45%
Small 0.44%
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Region Exposure

% Developed Markets: 37.53%    % Emerging Markets: 62.82%    % Unidentified Markets: -0.36%

Americas 6.73%
-0.06%
Canada -0.30%
United States 0.24%
6.79%
Brazil 4.06%
Chile 0.43%
Colombia 0.10%
Mexico 1.76%
Peru 0.19%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.38%
United Kingdom 0.14%
1.49%
Greece 0.47%
Ireland 0.88%
Netherlands 0.06%
1.86%
Czech Republic 0.14%
Poland 0.78%
Russia 0.04%
Turkey 0.66%
9.89%
Egypt 0.07%
Qatar 0.84%
Saudi Arabia 4.17%
South Africa 2.68%
United Arab Emirates 1.38%
Greater Asia 80.24%
Japan 0.00%
0.02%
Australia 0.02%
32.72%
Hong Kong 3.31%
Singapore 0.63%
South Korea 9.07%
Taiwan 19.71%
47.50%
China 22.82%
India 19.45%
Indonesia 1.50%
Malaysia 1.54%
Philippines 0.53%
Thailand 1.66%
Unidentified Region -0.36%

Stock Sector Exposure

Cyclical
41.81%
Materials
7.14%
Consumer Discretionary
11.03%
Financials
22.10%
Real Estate
1.54%
Sensitive
44.74%
Communication Services
9.05%
Energy
5.39%
Industrials
7.04%
Information Technology
23.25%
Defensive
11.37%
Consumer Staples
5.00%
Health Care
3.30%
Utilities
3.07%
Not Classified
2.08%
Non Classified Equity
2.08%
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