Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.59%
Stock 97.27%
Bond 0.00%
Convertible 0.00%
Preferred 2.14%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 89.56%
Mid 9.33%
Small 1.11%
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Region Exposure

% Developed Markets: 53.15%    % Emerging Markets: 46.26%    % Unidentified Markets: 0.59%

Americas 25.04%
6.01%
Canada 4.60%
United States 1.42%
19.02%
Brazil 8.53%
Chile 1.31%
Mexico 3.87%
Peru 1.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.97%
United Kingdom 0.00%
1.15%
0.00%
7.82%
Saudi Arabia 0.51%
South Africa 7.31%
Greater Asia 65.40%
Japan 0.00%
0.00%
45.99%
Singapore 5.04%
South Korea 13.77%
Taiwan 27.17%
19.42%
India 14.63%
Indonesia 1.29%
Kazakhstan 0.51%
Thailand 2.02%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
42.87%
Materials
9.22%
Consumer Discretionary
17.03%
Financials
16.62%
Real Estate
0.00%
Sensitive
52.04%
Communication Services
0.32%
Energy
5.28%
Industrials
4.56%
Information Technology
41.87%
Defensive
4.58%
Consumer Staples
3.16%
Health Care
0.00%
Utilities
1.42%
Not Classified
0.51%
Non Classified Equity
0.51%
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