Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.28%
Stock 94.87%
Bond 0.00%
Convertible 0.00%
Preferred 4.68%
Other 0.16%
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Market Capitalization

As of June 30, 2026
Large 70.32%
Mid 22.45%
Small 7.23%
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Region Exposure

% Developed Markets: 63.79%    % Emerging Markets: 36.05%    % Unidentified Markets: 0.16%

Americas 16.06%
0.93%
United States 0.93%
15.13%
Brazil 9.14%
Mexico 3.71%
Peru 2.28%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.68%
United Kingdom 0.00%
2.61%
Greece 2.61%
2.81%
Poland 2.25%
2.25%
Saudi Arabia 0.84%
South Africa 1.41%
Greater Asia 76.10%
Japan 0.00%
0.00%
60.24%
Singapore 5.46%
South Korea 27.08%
Taiwan 27.70%
15.86%
India 13.06%
Indonesia 2.05%
Kazakhstan 0.75%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
28.52%
Materials
2.10%
Consumer Discretionary
4.74%
Financials
20.85%
Real Estate
0.83%
Sensitive
62.99%
Communication Services
1.75%
Energy
2.00%
Industrials
8.93%
Information Technology
50.30%
Defensive
7.31%
Consumer Staples
0.00%
Health Care
1.72%
Utilities
5.59%
Not Classified
0.75%
Non Classified Equity
0.75%
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