Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.11%
Stock 95.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.89%
Other 3.28%
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Market Capitalization

As of June 30, 2026
Large 87.78%
Mid 9.02%
Small 3.20%
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Region Exposure

% Developed Markets: 63.31%    % Emerging Markets: 33.40%    % Unidentified Markets: 3.29%

Americas 11.71%
0.49%
United States 0.49%
11.21%
Brazil 5.57%
Chile 0.72%
Mexico 1.73%
Peru 0.32%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.42%
United Kingdom 0.44%
3.06%
Germany 0.72%
Netherlands 2.34%
1.10%
Turkey 0.15%
2.82%
South Africa 2.31%
United Arab Emirates 0.52%
Greater Asia 77.58%
Japan 0.00%
0.00%
55.93%
Hong Kong 3.57%
Singapore 0.76%
South Korea 29.08%
Taiwan 22.52%
21.65%
China 12.84%
India 7.11%
Indonesia 0.22%
Philippines 0.37%
Thailand 1.13%
Unidentified Region 3.29%

Stock Sector Exposure

Cyclical
29.81%
Materials
2.15%
Consumer Discretionary
10.71%
Financials
16.38%
Real Estate
0.56%
Sensitive
60.80%
Communication Services
4.45%
Energy
1.01%
Industrials
6.75%
Information Technology
48.59%
Defensive
5.67%
Consumer Staples
1.15%
Health Care
3.90%
Utilities
0.62%
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