Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.13%
Stock 97.53%
Bond 1.18%
Convertible 0.00%
Preferred 0.00%
Other 1.15%
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Market Capitalization

As of October 31, 2025
Large 81.63%
Mid 15.28%
Small 3.09%
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Region Exposure

% Developed Markets: 33.25%    % Emerging Markets: 64.61%    % Unidentified Markets: 2.14%

Americas 4.98%
0.09%
United States 0.09%
4.89%
Brazil 1.05%
Chile 0.93%
Mexico 0.96%
Peru 1.95%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.03%
United Kingdom 0.00%
1.43%
Greece 1.26%
Switzerland 0.18%
3.31%
Poland 1.03%
Turkey 1.36%
19.29%
Qatar 3.27%
Saudi Arabia 7.35%
South Africa 0.00%
United Arab Emirates 5.49%
Greater Asia 68.84%
Japan 0.00%
0.00%
19.79%
Hong Kong 1.18%
South Korea 6.33%
Taiwan 12.28%
49.05%
China 22.70%
India 18.72%
Indonesia 0.39%
Malaysia 5.16%
Philippines 1.20%
Thailand 0.87%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
28.08%
Materials
1.66%
Consumer Discretionary
4.56%
Financials
21.66%
Real Estate
0.20%
Sensitive
44.46%
Communication Services
16.37%
Energy
3.78%
Industrials
5.93%
Information Technology
18.39%
Defensive
25.24%
Consumer Staples
11.53%
Health Care
7.96%
Utilities
5.74%
Not Classified
2.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.22%
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