Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.50%
Stock 92.80%
Bond 4.05%
Convertible 0.00%
Preferred 1.43%
Other 0.22%
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Market Capitalization

As of September 30, 2025
Large 82.10%
Mid 11.26%
Small 6.64%
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Region Exposure

% Developed Markets: 64.98%    % Emerging Markets: 33.51%    % Unidentified Markets: 1.51%

Americas 10.58%
3.89%
United States 3.89%
6.68%
Argentina 0.14%
Chile 6.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.32%
United Kingdom 2.14%
22.39%
Greece 15.56%
Ireland 3.83%
Netherlands 0.00%
Switzerland 0.33%
0.00%
13.80%
South Africa 4.39%
United Arab Emirates 6.52%
Greater Asia 49.59%
Japan 0.00%
0.00%
27.16%
Hong Kong 3.34%
Singapore 0.47%
South Korea 10.48%
Taiwan 12.87%
22.43%
China 9.74%
India 10.04%
Malaysia 0.01%
Pakistan 0.73%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
54.80%
Materials
2.78%
Consumer Discretionary
11.81%
Financials
36.13%
Real Estate
4.08%
Sensitive
34.65%
Communication Services
11.15%
Energy
0.00%
Industrials
3.31%
Information Technology
20.18%
Defensive
7.22%
Consumer Staples
3.06%
Health Care
1.77%
Utilities
2.40%
Not Classified
3.33%
Non Classified Equity
0.40%
Not Classified - Non Equity
2.93%
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