Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.32%
Stock 99.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other -1.05%
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Market Capitalization

As of October 31, 2025
Large 32.99%
Mid 34.03%
Small 32.99%
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Region Exposure

% Developed Markets: 40.04%    % Emerging Markets: 61.36%    % Unidentified Markets: -1.39%

Americas 7.03%
0.80%
Canada 0.25%
United States 0.56%
6.23%
Brazil 2.98%
Chile 0.27%
Colombia 0.27%
Mexico 2.37%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.78%
United Kingdom 0.00%
0.77%
Belgium 0.08%
France 0.06%
Greece 0.61%
2.59%
Poland 1.48%
Turkey 1.02%
9.42%
Qatar 0.65%
Saudi Arabia 2.90%
South Africa 3.14%
United Arab Emirates 1.95%
Greater Asia 81.58%
Japan 0.00%
0.00%
34.75%
Hong Kong 5.88%
Singapore 0.20%
South Korea 11.42%
Taiwan 17.24%
46.83%
China 23.71%
India 18.36%
Indonesia 1.58%
Malaysia 1.62%
Philippines 0.42%
Thailand 1.15%
Unidentified Region -1.39%

Stock Sector Exposure

Cyclical
47.52%
Materials
14.64%
Consumer Discretionary
10.81%
Financials
17.96%
Real Estate
4.13%
Sensitive
37.23%
Communication Services
4.87%
Energy
2.99%
Industrials
16.71%
Information Technology
12.66%
Defensive
13.80%
Consumer Staples
4.79%
Health Care
7.19%
Utilities
1.82%
Not Classified
1.44%
Non Classified Equity
0.46%
Not Classified - Non Equity
0.98%
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