Asset Allocation

As of December 31, 2024.
Type % Net
Cash 1.73%
Stock 98.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2024
Large 92.45%
Mid 6.64%
Small 0.91%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 3.72%    % Emerging Markets: 96.74%    % Unidentified Markets: -0.46%

Americas 3.72%
3.72%
Canada 1.79%
United States 1.94%
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 96.74%
Japan 0.00%
0.00%
0.00%
96.74%
India 96.74%
Unidentified Region -0.46%

Stock Sector Exposure

Cyclical
54.73%
Materials
9.91%
Consumer Discretionary
9.33%
Financials
29.23%
Real Estate
6.26%
Sensitive
31.05%
Communication Services
1.32%
Energy
10.50%
Industrials
9.65%
Information Technology
9.58%
Defensive
14.23%
Consumer Staples
4.15%
Health Care
10.08%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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