Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.08%
Stock 94.07%
Bond 1.38%
Convertible 0.00%
Preferred 2.16%
Other -0.70%
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Market Capitalization

As of July 31, 2026
Large 74.07%
Mid 15.81%
Small 10.13%
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Region Exposure

% Developed Markets: 49.02%    % Emerging Markets: 49.99%    % Unidentified Markets: 1.00%

Americas 13.10%
4.96%
Canada 0.91%
United States 4.06%
8.13%
Argentina 0.30%
Brazil 4.17%
Chile 0.36%
Colombia 0.03%
Mexico 2.38%
Peru 0.68%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.89%
United Kingdom 1.00%
3.63%
Greece 1.35%
Portugal 0.16%
Switzerland 0.17%
2.87%
Czech Republic 0.20%
Poland 1.15%
Turkey 0.78%
9.39%
Egypt 0.68%
Nigeria 1.76%
Qatar 0.02%
Saudi Arabia 0.63%
South Africa 3.35%
United Arab Emirates 1.71%
Greater Asia 69.02%
Japan 0.14%
0.00%
37.54%
Hong Kong 2.62%
Singapore 0.27%
South Korea 16.62%
Taiwan 18.03%
31.33%
China 12.38%
India 7.00%
Indonesia 1.71%
Kazakhstan 2.00%
Malaysia 0.44%
Pakistan 0.84%
Philippines 2.04%
Thailand 1.79%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
41.75%
Materials
4.86%
Consumer Discretionary
9.22%
Financials
24.12%
Real Estate
3.56%
Sensitive
46.18%
Communication Services
2.99%
Energy
4.96%
Industrials
12.75%
Information Technology
25.49%
Defensive
8.42%
Consumer Staples
5.07%
Health Care
3.19%
Utilities
0.16%
Not Classified
1.53%
Non Classified Equity
1.53%
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