Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.25%
Stock 95.48%
Bond 0.00%
Convertible 0.00%
Preferred 2.02%
Other 0.26%
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Market Capitalization

As of July 31, 2026
Large 91.01%
Mid 6.98%
Small 2.01%
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Region Exposure

% Developed Markets: 51.27%    % Emerging Markets: 48.60%    % Unidentified Markets: 0.13%

Americas 8.79%
-0.04%
Canada 0.02%
United States -0.07%
8.83%
Brazil 5.41%
Chile 0.25%
Colombia 0.09%
Mexico 2.43%
Peru 0.39%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.71%
United Kingdom 0.87%
1.50%
France 0.13%
Greece 0.72%
Ireland 0.19%
Netherlands 0.04%
Switzerland 0.17%
2.45%
Czech Republic 0.17%
Poland 1.01%
Russia 0.00%
Turkey 0.49%
6.89%
Egypt 0.31%
Qatar 0.23%
Saudi Arabia 2.16%
South Africa 3.15%
United Arab Emirates 0.77%
Greater Asia 79.37%
Japan 0.00%
0.03%
Australia 0.03%
47.58%
Hong Kong 3.26%
Singapore 0.57%
South Korea 18.93%
Taiwan 24.82%
31.77%
China 16.98%
India 12.12%
Indonesia 0.81%
Kazakhstan 0.15%
Malaysia 0.55%
Pakistan 0.00%
Philippines 0.49%
Thailand 0.64%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
35.49%
Materials
4.49%
Consumer Discretionary
8.94%
Financials
20.92%
Real Estate
1.14%
Sensitive
57.08%
Communication Services
6.72%
Energy
3.67%
Industrials
7.55%
Information Technology
39.15%
Defensive
7.14%
Consumer Staples
3.13%
Health Care
2.83%
Utilities
1.17%
Not Classified
0.29%
Non Classified Equity
0.29%
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