Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.11%
Stock 98.42%
Bond 0.10%
Convertible 0.00%
Preferred 0.98%
Other 0.39%
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Market Capitalization

As of July 31, 2026
Large 73.99%
Mid 15.68%
Small 10.32%
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Region Exposure

% Developed Markets: 52.21%    % Emerging Markets: 47.93%    % Unidentified Markets: -0.15%

Americas 6.25%
0.26%
Canada 0.01%
United States 0.25%
5.99%
Brazil 3.24%
Chile 0.40%
Colombia 0.20%
Mexico 1.80%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.31%
United Kingdom 0.00%
0.86%
Greece 0.86%
2.21%
Czech Republic 0.16%
Poland 1.29%
Turkey 0.55%
4.25%
South Africa 3.20%
United Arab Emirates 1.04%
Greater Asia 86.58%
Japan 0.00%
0.02%
Australia 0.02%
49.68%
Hong Kong 4.22%
Singapore 0.29%
South Korea 17.97%
Taiwan 27.20%
36.89%
China 18.92%
India 14.12%
Indonesia 0.91%
Malaysia 1.28%
Philippines 0.37%
Thailand 1.29%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
48.37%
Materials
8.63%
Consumer Discretionary
10.24%
Financials
27.49%
Real Estate
2.02%
Sensitive
45.42%
Communication Services
2.85%
Energy
8.76%
Industrials
8.76%
Information Technology
25.05%
Defensive
5.87%
Consumer Staples
2.29%
Health Care
2.39%
Utilities
1.19%
Not Classified
0.13%
Non Classified Equity
0.13%
As of July 31, 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