Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.59%
Stock 96.18%
Bond 0.00%
Convertible 0.00%
Preferred 2.45%
Other 0.78%
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Market Capitalization

As of October 31, 2025
Large 77.42%
Mid 13.15%
Small 9.42%
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Region Exposure

% Developed Markets: 55.72%    % Emerging Markets: 43.50%    % Unidentified Markets: 0.78%

Americas 24.71%
0.59%
Canada 0.59%
24.12%
Brazil 11.90%
Chile 0.48%
Mexico 7.80%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.60%
United Kingdom 2.31%
8.88%
Austria 1.94%
Greece 2.04%
0.00%
1.42%
South Africa 1.42%
Greater Asia 61.91%
Japan 0.00%
0.00%
43.95%
Hong Kong 11.09%
Singapore 3.70%
South Korea 13.69%
Taiwan 14.81%
17.97%
China 4.13%
India 3.73%
Indonesia 5.42%
Kazakhstan 0.90%
Philippines 1.99%
Thailand 1.81%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
38.16%
Materials
1.67%
Consumer Discretionary
10.93%
Financials
23.57%
Real Estate
1.99%
Sensitive
47.25%
Communication Services
10.54%
Energy
2.47%
Industrials
6.32%
Information Technology
27.91%
Defensive
11.95%
Consumer Staples
9.38%
Health Care
0.00%
Utilities
2.57%
Not Classified
2.64%
Non Classified Equity
1.86%
Not Classified - Non Equity
0.78%
As of October 31, 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