Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.21%
Stock 96.28%
Bond 1.72%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of September 30, 2025
Large 90.43%
Mid 8.98%
Small 0.59%
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Region Exposure

% Developed Markets: 57.19%    % Emerging Markets: 41.47%    % Unidentified Markets: 1.34%

Americas 43.12%
33.89%
United States 33.89%
9.22%
Brazil 3.39%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.35%
United Kingdom 2.47%
7.89%
France 2.30%
Italy 1.14%
Netherlands 4.45%
0.00%
0.00%
Greater Asia 45.19%
Japan 0.00%
1.47%
Australia 1.47%
11.48%
Hong Kong 2.30%
Singapore 9.17%
32.24%
China 17.53%
India 14.71%
Unidentified Region 1.34%

Stock Sector Exposure

Cyclical
52.12%
Materials
0.00%
Consumer Discretionary
29.05%
Financials
20.17%
Real Estate
2.90%
Sensitive
34.55%
Communication Services
8.54%
Energy
0.00%
Industrials
6.59%
Information Technology
19.41%
Defensive
10.00%
Consumer Staples
5.41%
Health Care
4.59%
Utilities
0.00%
Not Classified
3.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.34%
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