Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.61%
Stock 98.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.95%
Other 0.40%
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Market Capitalization

As of October 31, 2025
Large 87.35%
Mid 10.18%
Small 2.47%
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Region Exposure

% Developed Markets: 45.35%    % Emerging Markets: 54.88%    % Unidentified Markets: -0.23%

Americas 7.47%
0.81%
Canada 0.57%
United States 0.25%
6.66%
Brazil 3.77%
Chile 0.32%
Colombia 0.13%
Mexico 1.94%
Peru 0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.70%
United Kingdom 0.00%
1.90%
Greece 0.68%
Ireland 0.86%
Switzerland 0.16%
1.56%
Czech Republic 0.12%
Poland 0.71%
Turkey 0.43%
9.23%
Qatar 0.56%
Saudi Arabia 3.01%
South Africa 3.72%
United Arab Emirates 1.38%
Greater Asia 80.07%
Japan 0.00%
0.00%
39.70%
Hong Kong 5.83%
Singapore 0.65%
South Korea 13.13%
Taiwan 20.09%
40.37%
China 21.97%
India 15.24%
Indonesia 1.08%
Malaysia 0.91%
Pakistan 0.00%
Philippines 0.35%
Thailand 0.83%
Unidentified Region -0.23%

Stock Sector Exposure

Cyclical
41.90%
Materials
6.02%
Consumer Discretionary
12.94%
Financials
22.05%
Real Estate
0.90%
Sensitive
49.44%
Communication Services
10.12%
Energy
3.55%
Industrials
6.62%
Information Technology
29.14%
Defensive
8.52%
Consumer Staples
3.35%
Health Care
3.29%
Utilities
1.88%
Not Classified
0.14%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.00%
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