Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.34%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 87.83%
Mid 8.72%
Small 3.45%
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Region Exposure

% Developed Markets: 37.10%    % Emerging Markets: 62.34%    % Unidentified Markets: 0.56%

Americas 11.25%
1.85%
United States 1.85%
9.40%
Brazil 3.60%
Chile 0.60%
Mexico 1.72%
Peru 1.77%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.54%
United Kingdom 0.00%
1.85%
Greece 0.91%
0.25%
Poland 0.25%
Russia 0.00%
1.44%
South Africa 1.20%
United Arab Emirates 0.24%
Greater Asia 84.65%
Japan 0.00%
0.00%
32.36%
Hong Kong 4.90%
South Korea 12.76%
Taiwan 14.69%
52.29%
China 27.38%
India 24.06%
Philippines 0.85%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
34.29%
Materials
3.40%
Consumer Discretionary
16.87%
Financials
12.76%
Real Estate
1.26%
Sensitive
57.87%
Communication Services
10.04%
Energy
1.01%
Industrials
22.03%
Information Technology
24.79%
Defensive
6.26%
Consumer Staples
2.04%
Health Care
3.38%
Utilities
0.84%
Not Classified
1.58%
Non Classified Equity
1.58%
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