Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.71%
Stock 86.65%
Bond 3.43%
Convertible 0.00%
Preferred 2.94%
Other 3.27%
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Market Capitalization

As of October 31, 2025
Large 91.31%
Mid 8.38%
Small 0.30%
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Region Exposure

% Developed Markets: 23.58%    % Emerging Markets: 74.67%    % Unidentified Markets: 1.75%

Americas 47.61%
3.83%
United States 3.83%
43.78%
Brazil 29.87%
Mexico 7.31%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 50.64%
Japan 0.00%
0.00%
14.51%
Taiwan 14.51%
36.13%
China 0.18%
India 35.95%
Unidentified Region 1.75%

Stock Sector Exposure

Cyclical
42.95%
Materials
0.00%
Consumer Discretionary
9.29%
Financials
33.66%
Real Estate
0.00%
Sensitive
31.55%
Communication Services
6.99%
Energy
0.00%
Industrials
9.00%
Information Technology
15.57%
Defensive
18.12%
Consumer Staples
7.72%
Health Care
7.78%
Utilities
2.62%
Not Classified
7.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.38%
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