Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.25%
Stock 96.75%
Bond 0.48%
Convertible 0.00%
Preferred 2.52%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 75.38%
Mid 16.10%
Small 8.52%
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Region Exposure

% Developed Markets: 53.99%    % Emerging Markets: 45.76%    % Unidentified Markets: 0.25%

Americas 26.00%
0.48%
United States 0.48%
25.53%
Brazil 12.30%
Chile 0.78%
Mexico 8.31%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.81%
United Kingdom 2.51%
8.92%
Austria 1.92%
Greece 1.85%
0.00%
Russia 0.00%
1.38%
South Africa 1.38%
Greater Asia 60.93%
Japan 0.00%
0.00%
42.08%
Hong Kong 12.31%
Singapore 3.90%
South Korea 11.46%
Taiwan 13.69%
18.85%
China 4.04%
India 3.84%
Indonesia 5.59%
Kazakhstan 0.89%
Philippines 2.02%
Thailand 2.47%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
40.14%
Materials
1.47%
Consumer Discretionary
11.73%
Financials
23.78%
Real Estate
3.16%
Sensitive
44.16%
Communication Services
10.90%
Energy
2.51%
Industrials
6.27%
Information Technology
24.48%
Defensive
13.04%
Consumer Staples
10.29%
Health Care
0.00%
Utilities
2.75%
Not Classified
2.66%
Non Classified Equity
1.62%
Not Classified - Non Equity
1.04%
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