Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.53%
Stock 95.95%
Bond 1.10%
Convertible 0.00%
Preferred 1.41%
Other 1.01%
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Market Capitalization

As of July 31, 2026
Large 91.41%
Mid 7.46%
Small 1.12%
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Region Exposure

% Developed Markets: 57.81%    % Emerging Markets: 41.78%    % Unidentified Markets: 0.41%

Americas 17.22%
1.27%
Canada 0.00%
United States 1.27%
15.95%
Brazil 6.93%
Chile 0.37%
Colombia 0.24%
Mexico 4.97%
Peru 0.24%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.59%
United Kingdom 1.38%
1.50%
Belgium 0.08%
Greece 0.88%
Ireland 0.22%
Netherlands 0.10%
Switzerland 0.11%
1.55%
Czech Republic 0.06%
Poland 0.01%
Turkey 0.50%
5.17%
Egypt 0.31%
Qatar 0.10%
Saudi Arabia 0.52%
South Africa 3.22%
United Arab Emirates 0.90%
Greater Asia 72.78%
Japan 2.36%
0.00%
Australia 0.00%
48.50%
Hong Kong 4.82%
Singapore 2.75%
South Korea 24.68%
Taiwan 16.25%
21.92%
China 8.42%
India 10.14%
Indonesia 0.53%
Malaysia 0.90%
Philippines 0.18%
Thailand 1.76%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
31.47%
Materials
2.40%
Consumer Discretionary
12.26%
Financials
15.68%
Real Estate
1.13%
Sensitive
56.62%
Communication Services
6.62%
Energy
5.18%
Industrials
12.63%
Information Technology
32.18%
Defensive
9.94%
Consumer Staples
6.32%
Health Care
1.63%
Utilities
1.99%
Not Classified
0.05%
Non Classified Equity
0.05%
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