Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.55%
Stock 98.14%
Bond 1.12%
Convertible 0.00%
Preferred 0.00%
Other -0.81%
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Market Capitalization

As of September 30, 2025
Large 90.66%
Mid 9.08%
Small 0.26%
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Region Exposure

% Developed Markets: 38.53%    % Emerging Markets: 61.00%    % Unidentified Markets: 0.47%

Americas 14.45%
1.38%
United States 1.38%
13.07%
Brazil 5.16%
Chile 0.59%
Colombia 2.14%
Mexico 2.87%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.35%
United Kingdom 0.66%
1.43%
Greece 1.43%
3.99%
Poland 2.58%
6.27%
South Africa 6.27%
Greater Asia 72.74%
Japan 0.00%
0.00%
35.07%
Hong Kong 6.99%
Singapore 1.43%
South Korea 5.98%
Taiwan 20.67%
37.67%
China 19.43%
India 13.12%
Indonesia 1.60%
Philippines 1.69%
Thailand 1.83%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
39.52%
Materials
1.24%
Consumer Discretionary
16.46%
Financials
20.27%
Real Estate
1.55%
Sensitive
48.15%
Communication Services
7.85%
Energy
0.00%
Industrials
13.49%
Information Technology
26.82%
Defensive
9.94%
Consumer Staples
5.79%
Health Care
2.68%
Utilities
1.46%
Not Classified
2.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.39%
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