Asset Allocation

As of January 31, 2025.
Type % Net
Cash -0.10%
Stock 97.91%
Bond 0.00%
Convertible 0.00%
Preferred 1.68%
Other 0.50%
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Market Capitalization

As of January 31, 2025
Large 93.11%
Mid 6.48%
Small 0.40%
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Region Exposure

% Developed Markets: 38.90%    % Emerging Markets: 61.36%    % Unidentified Markets: -0.26%

Americas 7.41%
0.21%
Canada -0.02%
United States 0.23%
7.19%
Brazil 4.39%
Chile 0.45%
Colombia 0.11%
Mexico 1.77%
Peru 0.18%
As of January 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.77%
United Kingdom 0.19%
1.63%
Greece 0.49%
Ireland 0.98%
Netherlands 0.06%
1.94%
Czech Republic 0.15%
Poland 0.85%
Russia 0.01%
Turkey 0.66%
10.02%
Egypt 0.07%
Qatar 0.82%
Saudi Arabia 4.22%
South Africa 2.73%
United Arab Emirates 1.41%
Greater Asia 79.08%
Japan 0.00%
0.02%
Australia 0.02%
33.57%
Hong Kong 3.56%
Singapore 0.61%
South Korea 9.45%
Taiwan 19.95%
45.50%
China 22.15%
India 18.40%
Indonesia 1.43%
Malaysia 1.44%
Philippines 0.47%
Thailand 1.61%
Unidentified Region -0.26%

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