Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.51%
Stock 94.40%
Bond 0.04%
Convertible 0.00%
Preferred 3.50%
Other 0.55%
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Market Capitalization

As of September 30, 2025
Large 93.20%
Mid 6.32%
Small 0.48%
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Region Exposure

% Developed Markets: 47.21%    % Emerging Markets: 51.96%    % Unidentified Markets: 0.83%

Americas 18.96%
4.01%
Canada 1.10%
United States 2.91%
14.95%
Brazil 11.95%
Chile 0.00%
Colombia 0.00%
Mexico 0.71%
Peru 1.59%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.41%
United Kingdom 0.20%
2.38%
Austria 0.40%
Belgium 0.00%
Germany 0.11%
Greece 0.91%
Ireland 0.01%
Netherlands 0.96%
Switzerland 0.00%
3.20%
Czech Republic 0.00%
Poland 0.29%
Turkey 0.67%
3.63%
Egypt 0.00%
Qatar 0.01%
Saudi Arabia 1.29%
South Africa 0.64%
United Arab Emirates 1.69%
Greater Asia 70.79%
Japan 0.00%
0.00%
Australia 0.00%
38.92%
Hong Kong 10.22%
Singapore 2.80%
South Korea 13.21%
Taiwan 12.69%
31.87%
China 19.88%
India 6.59%
Indonesia 1.48%
Kazakhstan 0.73%
Malaysia 0.01%
Philippines 0.46%
Thailand 2.72%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
46.41%
Materials
3.34%
Consumer Discretionary
16.36%
Financials
24.15%
Real Estate
2.56%
Sensitive
41.95%
Communication Services
9.29%
Energy
1.91%
Industrials
7.87%
Information Technology
22.89%
Defensive
10.80%
Consumer Staples
6.29%
Health Care
1.74%
Utilities
2.77%
Not Classified
0.84%
Non Classified Equity
0.75%
Not Classified - Non Equity
0.09%
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