Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.75%
Stock 98.15%
Bond 0.59%
Convertible 0.00%
Preferred 1.70%
Other -2.19%
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Market Capitalization

As of June 30, 2025
Large 93.27%
Mid 6.21%
Small 0.52%
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Region Exposure

% Developed Markets: 43.66%    % Emerging Markets: 55.56%    % Unidentified Markets: 0.78%

Americas 9.15%
2.09%
United States 2.09%
7.06%
Brazil 4.21%
Chile 0.45%
Colombia 0.12%
Mexico 1.96%
Peru 0.20%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.92%
United Kingdom 0.26%
4.16%
Greece 0.62%
Ireland 0.83%
Netherlands 0.11%
Switzerland 2.46%
1.98%
Czech Republic 0.17%
Poland 0.98%
Turkey 0.53%
9.53%
Egypt 0.06%
Qatar 0.75%
Saudi Arabia 3.52%
South Africa 2.84%
United Arab Emirates 1.58%
Greater Asia 74.15%
Japan 0.00%
0.02%
Australia 0.02%
33.92%
Hong Kong 3.95%
Singapore 0.47%
South Korea 10.58%
Taiwan 18.92%
40.20%
China 18.91%
India 17.38%
Indonesia 1.17%
Malaysia 1.29%
Philippines 0.46%
Thailand 1.00%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
44.23%
Materials
5.35%
Consumer Discretionary
12.14%
Financials
25.27%
Real Estate
1.47%
Sensitive
43.20%
Communication Services
9.65%
Energy
4.15%
Industrials
5.98%
Information Technology
23.42%
Defensive
8.34%
Consumer Staples
3.56%
Health Care
2.42%
Utilities
2.36%
Not Classified
4.23%
Non Classified Equity
3.21%
Not Classified - Non Equity
1.02%
As of June 30, 2025
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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