Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.88%
Stock 98.71%
Bond 0.52%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of June 30, 2025
Large 12.22%
Mid 24.99%
Small 62.78%
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Region Exposure

% Developed Markets: 46.89%    % Emerging Markets: 52.28%    % Unidentified Markets: 0.83%

Americas 45.07%
40.95%
United States 40.95%
4.11%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.07%
United Kingdom 0.00%
1.82%
Greece 1.82%
25.25%
Turkey 25.25%
0.00%
Greater Asia 27.03%
Japan 0.00%
0.00%
0.00%
27.03%
India 24.79%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
61.46%
Materials
15.50%
Consumer Discretionary
16.52%
Financials
24.75%
Real Estate
4.70%
Sensitive
37.07%
Communication Services
0.00%
Energy
14.74%
Industrials
22.32%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.47%
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