Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.10%
Stock 95.83%
Bond 1.12%
Convertible 0.00%
Preferred 2.05%
Other -0.10%
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Market Capitalization

As of October 31, 2025
Large 91.50%
Mid 8.31%
Small 0.19%
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Region Exposure

% Developed Markets: 47.22%    % Emerging Markets: 51.49%    % Unidentified Markets: 1.29%

Americas 8.60%
1.90%
United States 1.90%
6.70%
Brazil 5.86%
Peru 0.84%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.48%
United Kingdom 0.00%
0.01%
Ireland 0.01%
Switzerland 0.00%
1.70%
Russia 0.00%
Turkey 0.34%
0.77%
Saudi Arabia 0.58%
South Africa 0.00%
United Arab Emirates 0.19%
Greater Asia 87.62%
Japan 0.00%
0.00%
Australia 0.00%
45.11%
Hong Kong 9.49%
Singapore 4.87%
South Korea 14.04%
Taiwan 16.71%
42.52%
China 22.39%
India 14.84%
Indonesia 1.58%
Kazakhstan 0.45%
Malaysia 0.01%
Philippines 0.00%
Thailand 2.35%
Unidentified Region 1.29%

Stock Sector Exposure

Cyclical
46.80%
Materials
3.67%
Consumer Discretionary
16.82%
Financials
22.56%
Real Estate
3.75%
Sensitive
41.42%
Communication Services
8.34%
Energy
1.09%
Industrials
5.75%
Information Technology
26.23%
Defensive
8.84%
Consumer Staples
4.78%
Health Care
1.77%
Utilities
2.28%
Not Classified
2.95%
Non Classified Equity
0.45%
Not Classified - Non Equity
2.49%
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