Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.23%
Stock 97.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of September 30, 2025
Large 89.76%
Mid 9.12%
Small 1.11%
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Region Exposure

% Developed Markets: 49.50%    % Emerging Markets: 50.39%    % Unidentified Markets: 0.11%

Americas 20.32%
3.34%
United States 3.34%
16.98%
Brazil 14.33%
Peru 1.20%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.26%
United Kingdom 0.00%
0.90%
1.04%
4.31%
South Africa 4.31%
Greater Asia 73.31%
Japan 0.00%
0.00%
43.80%
Hong Kong 13.57%
Singapore 2.12%
South Korea 13.07%
Taiwan 13.36%
29.51%
China 19.18%
India 3.38%
Indonesia 3.24%
Thailand 3.71%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
60.84%
Materials
10.33%
Consumer Discretionary
17.62%
Financials
29.89%
Real Estate
3.00%
Sensitive
34.65%
Communication Services
4.99%
Energy
4.38%
Industrials
3.73%
Information Technology
21.54%
Defensive
4.51%
Consumer Staples
4.51%
Health Care
0.00%
Utilities
0.00%
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