Asset Allocation

As of September 30, 2025.
Type % Net
Cash 9.04%
Stock 90.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 76.81%
Mid 13.40%
Small 9.79%
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Region Exposure

% Developed Markets: 47.14%    % Emerging Markets: 43.82%    % Unidentified Markets: 9.04%

Americas 28.43%
19.04%
Canada 4.53%
United States 14.50%
9.40%
Brazil 3.16%
Chile 3.11%
Mexico 3.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.45%
United Kingdom 6.07%
3.73%
Netherlands 3.73%
4.81%
Turkey 4.81%
5.84%
Saudi Arabia 2.94%
South Africa 2.89%
Greater Asia 42.08%
Japan 1.28%
0.00%
17.02%
South Korea 3.29%
Taiwan 13.73%
23.78%
India 8.68%
Indonesia 2.18%
Malaysia 6.43%
Philippines 4.40%
Thailand 2.08%
Unidentified Region 9.04%

Stock Sector Exposure

Cyclical
25.32%
Materials
20.37%
Consumer Discretionary
2.80%
Financials
1.38%
Real Estate
0.78%
Sensitive
44.90%
Communication Services
4.60%
Energy
0.00%
Industrials
3.48%
Information Technology
36.83%
Defensive
29.77%
Consumer Staples
18.64%
Health Care
7.98%
Utilities
3.16%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 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