Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.52%
Stock 93.21%
Bond 3.24%
Convertible 0.00%
Preferred 0.42%
Other 1.62%
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Market Capitalization

As of October 31, 2025
Large 89.68%
Mid 6.40%
Small 3.91%
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Region Exposure

% Developed Markets: 42.74%    % Emerging Markets: 56.87%    % Unidentified Markets: 0.39%

Americas 19.49%
5.07%
Canada 4.18%
United States 0.88%
14.43%
Brazil 9.17%
Mexico 3.71%
Peru 1.54%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.83%
United Kingdom 2.19%
0.78%
Portugal 0.78%
Switzerland 0.00%
0.30%
2.56%
Saudi Arabia 0.76%
South Africa 1.80%
Greater Asia 74.29%
Japan 0.00%
0.00%
Australia 0.00%
34.70%
Hong Kong 6.99%
Singapore 0.74%
South Korea 11.41%
Taiwan 15.57%
39.59%
China 23.11%
India 8.40%
Indonesia 4.07%
Philippines 0.88%
Thailand 3.14%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
44.62%
Materials
9.26%
Consumer Discretionary
14.15%
Financials
21.03%
Real Estate
0.17%
Sensitive
42.31%
Communication Services
11.31%
Energy
2.17%
Industrials
3.70%
Information Technology
25.13%
Defensive
8.44%
Consumer Staples
5.93%
Health Care
1.38%
Utilities
1.13%
Not Classified
4.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.64%
As of October 31, 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