Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.33%
Stock 97.93%
Bond 0.00%
Convertible 0.00%
Preferred 1.15%
Other 0.58%
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Market Capitalization

As of September 30, 2025
Large 47.41%
Mid 38.14%
Small 14.45%
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Region Exposure

% Developed Markets: 34.44%    % Emerging Markets: 64.92%    % Unidentified Markets: 0.64%

Americas 23.05%
3.86%
United States 3.86%
19.19%
Brazil 9.28%
Chile 0.91%
Mexico 6.45%
Peru 1.85%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.07%
United Kingdom 1.94%
2.22%
Greece 2.22%
4.28%
Czech Republic 1.21%
Poland 0.24%
Turkey 2.50%
1.63%
South Africa 0.45%
United Arab Emirates 0.53%
Greater Asia 66.24%
Japan 0.00%
0.00%
25.90%
Hong Kong 0.76%
South Korea 14.22%
Taiwan 10.91%
40.35%
China 16.64%
India 19.09%
Malaysia 2.51%
Pakistan 1.33%
Thailand 0.77%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
46.53%
Materials
10.90%
Consumer Discretionary
15.69%
Financials
19.02%
Real Estate
0.92%
Sensitive
41.16%
Communication Services
2.90%
Energy
0.00%
Industrials
23.48%
Information Technology
14.78%
Defensive
11.60%
Consumer Staples
4.74%
Health Care
6.86%
Utilities
0.00%
Not Classified
0.72%
Non Classified Equity
0.72%
Not Classified - Non Equity
0.00%
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