Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.50%
Stock 98.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.85%
Other 0.21%
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Market Capitalization

As of September 30, 2025
Large 61.00%
Mid 18.08%
Small 20.92%
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Region Exposure

% Developed Markets: 49.78%    % Emerging Markets: 50.68%    % Unidentified Markets: -0.46%

Americas 9.33%
0.43%
United States 0.43%
8.90%
Brazil 4.94%
Chile 0.72%
Colombia 0.25%
Mexico 2.67%
Peru 0.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.29%
United Kingdom 0.11%
1.02%
Belgium 0.03%
France 0.03%
Greece 0.74%
Netherlands 0.17%
Spain 0.01%
3.26%
Czech Republic 0.20%
Poland 1.66%
Turkey 1.10%
12.90%
Egypt 0.03%
Qatar 1.08%
Saudi Arabia 4.30%
South Africa 4.12%
United Arab Emirates 2.19%
Greater Asia 73.84%
Japan 0.00%
0.00%
43.57%
South Korea 16.19%
Taiwan 27.38%
30.27%
China 0.05%
India 23.74%
Indonesia 2.08%
Malaysia 2.01%
Philippines 0.68%
Thailand 1.71%
Unidentified Region -0.46%

Stock Sector Exposure

Cyclical
39.79%
Materials
9.55%
Consumer Discretionary
8.58%
Financials
19.71%
Real Estate
1.95%
Sensitive
47.26%
Communication Services
4.13%
Energy
3.87%
Industrials
10.89%
Information Technology
28.36%
Defensive
11.08%
Consumer Staples
4.91%
Health Care
3.64%
Utilities
2.53%
Not Classified
1.87%
Non Classified Equity
0.33%
Not Classified - Non Equity
1.55%
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