Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.98%
Stock 96.05%
Bond 0.00%
Convertible 0.00%
Preferred 1.41%
Other 1.56%
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Market Capitalization

As of June 30, 2026
Large 91.50%
Mid 7.41%
Small 1.09%
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Region Exposure

% Developed Markets: 39.60%    % Emerging Markets: 58.59%    % Unidentified Markets: 1.82%

Americas 23.82%
3.99%
Canada 2.96%
United States 1.04%
19.83%
Argentina 0.90%
Brazil 11.13%
Chile 2.23%
Mexico 3.22%
Peru 2.34%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.40%
United Kingdom 0.14%
2.16%
Greece 2.16%
1.65%
Czech Republic 0.62%
Turkey 1.03%
8.44%
Nigeria 1.16%
Saudi Arabia 0.76%
South Africa 6.53%
United Arab Emirates 0.00%
Greater Asia 61.97%
Japan 0.00%
0.00%
33.30%
Hong Kong 4.17%
South Korea 11.65%
Taiwan 17.47%
28.67%
China 17.89%
India 7.82%
Kazakhstan 0.58%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
45.38%
Materials
17.51%
Consumer Discretionary
8.20%
Financials
17.91%
Real Estate
1.76%
Sensitive
49.84%
Communication Services
7.36%
Energy
4.14%
Industrials
12.15%
Information Technology
26.19%
Defensive
4.78%
Consumer Staples
4.78%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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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