Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.78%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 1.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 95.97%
Mid 3.17%
Small 0.86%
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Region Exposure

% Developed Markets: 70.95%    % Emerging Markets: 29.83%    % Unidentified Markets: -0.78%

Americas 11.89%
1.48%
United States 1.48%
10.41%
Argentina 0.60%
Brazil 4.86%
Chile 0.54%
Mexico 3.14%
Peru 1.23%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.44%
United Kingdom 0.00%
1.97%
Ireland 1.38%
Netherlands 0.13%
Switzerland 0.47%
1.04%
Turkey 1.04%
0.42%
South Africa 0.37%
United Arab Emirates 0.02%
Greater Asia 85.45%
Japan 0.00%
0.03%
Australia 0.03%
67.37%
Hong Kong 4.28%
Singapore 0.86%
South Korea 44.10%
Taiwan 18.13%
18.06%
China 7.38%
India 9.85%
Indonesia 0.80%
Malaysia 0.03%
Unidentified Region -0.78%

Stock Sector Exposure

Cyclical
16.82%
Materials
3.24%
Consumer Discretionary
8.64%
Financials
4.59%
Real Estate
0.35%
Sensitive
77.27%
Communication Services
7.31%
Energy
7.73%
Industrials
20.24%
Information Technology
42.00%
Defensive
5.91%
Consumer Staples
3.82%
Health Care
1.66%
Utilities
0.43%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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