Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.69%
Stock 99.20%
Bond 0.35%
Convertible 0.00%
Preferred 1.13%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 78.00%
Mid 15.67%
Small 6.34%
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Region Exposure

% Developed Markets: 40.87%    % Emerging Markets: 59.82%    % Unidentified Markets: -0.69%

Americas 19.44%
5.32%
Canada 1.83%
United States 3.49%
14.12%
Brazil 5.80%
Colombia 1.82%
Mexico 6.50%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.83%
United Kingdom 1.09%
0.00%
0.00%
9.74%
Saudi Arabia 1.73%
South Africa 6.53%
United Arab Emirates 1.48%
Greater Asia 70.42%
Japan 0.00%
0.00%
32.97%
Hong Kong 6.88%
Singapore 1.39%
South Korea 15.68%
Taiwan 9.03%
37.45%
China 17.72%
India 4.54%
Indonesia 4.27%
Malaysia 1.13%
Philippines 2.08%
Thailand 7.71%
Unidentified Region -0.69%

Stock Sector Exposure

Cyclical
49.59%
Materials
9.84%
Consumer Discretionary
13.66%
Financials
23.73%
Real Estate
2.36%
Sensitive
34.04%
Communication Services
3.86%
Energy
2.16%
Industrials
8.85%
Information Technology
19.18%
Defensive
13.96%
Consumer Staples
8.52%
Health Care
3.51%
Utilities
1.93%
Not Classified
2.42%
Non Classified Equity
1.81%
Not Classified - Non Equity
0.60%
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