Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.90%
Stock 93.53%
Bond 1.24%
Convertible 0.00%
Preferred 0.00%
Other 3.32%
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Market Capitalization

As of June 30, 2025
Large 39.21%
Mid 35.67%
Small 25.12%
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Region Exposure

% Developed Markets: 33.97%    % Emerging Markets: 62.39%    % Unidentified Markets: 3.64%

Americas 18.42%
1.33%
United States 1.33%
17.09%
Brazil 10.35%
Mexico 6.74%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.38%
United Kingdom 0.00%
6.70%
Greece 2.50%
Switzerland 1.66%
13.67%
Poland 5.16%
0.00%
Greater Asia 57.56%
Japan 0.00%
0.00%
25.94%
Hong Kong 0.81%
Singapore 3.92%
South Korea 9.66%
Taiwan 11.56%
31.63%
China 18.78%
India 1.26%
Indonesia 5.65%
Kazakhstan 1.35%
Malaysia 2.14%
Thailand 2.46%
Unidentified Region 3.64%

Stock Sector Exposure

Cyclical
17.62%
Materials
0.00%
Consumer Discretionary
5.29%
Financials
12.33%
Real Estate
0.00%
Sensitive
64.83%
Communication Services
18.87%
Energy
0.00%
Industrials
30.16%
Information Technology
15.80%
Defensive
13.13%
Consumer Staples
13.13%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.42%
Non Classified Equity
1.40%
Not Classified - Non Equity
3.02%
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