Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.85%
Stock 96.65%
Bond 0.63%
Convertible 0.00%
Preferred 1.88%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 85.81%
Mid 10.95%
Small 3.24%
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Region Exposure

% Developed Markets: 56.96%    % Emerging Markets: 42.06%    % Unidentified Markets: 0.99%

Americas 2.67%
2.67%
United States 2.67%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.83%
United Kingdom 3.45%
0.00%
0.00%
0.37%
South Africa 0.37%
Greater Asia 92.52%
Japan 0.00%
5.34%
Australia 5.34%
45.49%
Hong Kong 10.86%
Singapore 3.78%
South Korea 14.84%
Taiwan 15.12%
41.68%
China 24.42%
India 6.85%
Indonesia 5.70%
Thailand 4.24%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
45.16%
Materials
8.38%
Consumer Discretionary
14.07%
Financials
21.25%
Real Estate
1.46%
Sensitive
46.52%
Communication Services
12.05%
Energy
2.19%
Industrials
8.00%
Information Technology
24.28%
Defensive
6.67%
Consumer Staples
5.54%
Health Care
0.00%
Utilities
1.13%
Not Classified
1.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.66%
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