Asset Allocation

As of May 31, 2026.
Type % Net
Cash -0.00%
Stock 96.11%
Bond 0.00%
Convertible 0.00%
Preferred 1.94%
Other 1.95%
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Market Capitalization

As of May 31, 2026
Large 94.33%
Mid 3.65%
Small 2.02%
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Region Exposure

% Developed Markets: 62.16%    % Emerging Markets: 34.98%    % Unidentified Markets: 2.86%

Americas 6.91%
0.00%
6.91%
Argentina 0.01%
Brazil 6.37%
Mexico 0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.33%
United Kingdom 1.46%
2.12%
Netherlands 1.28%
Switzerland 0.35%
7.07%
Czech Republic 0.92%
Poland 0.48%
Turkey 4.56%
3.67%
Saudi Arabia 0.00%
South Africa 2.33%
United Arab Emirates 1.34%
Greater Asia 75.90%
Japan 0.00%
0.00%
57.24%
Hong Kong 5.11%
South Korea 28.26%
Taiwan 23.87%
18.66%
China 12.12%
India 5.80%
Philippines 0.75%
Unidentified Region 2.86%

Stock Sector Exposure

Cyclical
28.22%
Materials
2.24%
Consumer Discretionary
7.87%
Financials
18.11%
Real Estate
0.00%
Sensitive
66.10%
Communication Services
6.48%
Energy
0.00%
Industrials
21.38%
Information Technology
38.24%
Defensive
2.77%
Consumer Staples
1.98%
Health Care
0.79%
Utilities
0.00%
Not Classified
2.70%
Non Classified Equity
2.70%
As of May 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