Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.01%
Stock 96.23%
Bond 0.45%
Convertible 0.00%
Preferred 1.98%
Other 0.32%
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Market Capitalization

As of June 30, 2026
Large 88.94%
Mid 8.50%
Small 2.55%
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Region Exposure

% Developed Markets: 57.96%    % Emerging Markets: 41.61%    % Unidentified Markets: 0.43%

Americas 7.31%
1.09%
United States 1.09%
6.22%
Brazil 3.67%
Chile 0.47%
Colombia 0.10%
Mexico 1.55%
Peru 0.16%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.65%
United Kingdom 0.02%
0.64%
Greece 0.52%
Switzerland 0.02%
1.71%
Poland 0.95%
Turkey 0.35%
7.28%
Egypt 0.04%
Qatar 0.53%
Saudi Arabia 2.45%
South Africa 2.68%
United Arab Emirates 1.14%
Greater Asia 82.61%
Japan 0.00%
0.00%
53.86%
Hong Kong 2.68%
Singapore 0.16%
South Korea 23.67%
Taiwan 27.34%
28.76%
China 15.22%
India 10.48%
Indonesia 0.46%
Malaysia 0.66%
Philippines 0.46%
Thailand 1.48%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
29.85%
Materials
5.67%
Consumer Discretionary
6.54%
Financials
17.03%
Real Estate
0.61%
Sensitive
62.82%
Communication Services
5.38%
Energy
3.85%
Industrials
5.96%
Information Technology
47.62%
Defensive
6.22%
Consumer Staples
2.45%
Health Care
2.23%
Utilities
1.54%
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