Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.81%
Stock 97.10%
Bond 0.84%
Convertible 0.00%
Preferred 0.00%
Other 1.25%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 72.19%
Mid 13.25%
Small 14.57%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 58.40%    % Emerging Markets: 40.80%    % Unidentified Markets: 0.81%

Americas 13.63%
4.85%
Canada 1.85%
United States 3.00%
8.78%
Brazil 2.32%
Colombia 0.94%
Mexico 2.32%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.33%
United Kingdom 4.97%
2.72%
Greece 1.27%
3.45%
Turkey 2.42%
5.19%
Saudi Arabia 0.59%
South Africa 2.43%
United Arab Emirates 2.17%
Greater Asia 69.23%
Japan 0.00%
0.00%
42.70%
Hong Kong 4.36%
Singapore 1.02%
South Korea 17.37%
Taiwan 19.96%
26.54%
China 14.43%
India 6.01%
Kazakhstan 1.25%
Philippines 2.59%
Thailand 1.32%
Unidentified Region 0.81%

Stock Sector Exposure

Cyclical
35.13%
Materials
3.48%
Consumer Discretionary
14.35%
Financials
15.91%
Real Estate
1.39%
Sensitive
56.03%
Communication Services
10.61%
Energy
4.20%
Industrials
10.92%
Information Technology
30.29%
Defensive
7.14%
Consumer Staples
4.92%
Health Care
2.22%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
View Region Exposure
Start Trial

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