Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.10%
Stock 99.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.49%
Other -0.77%
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Market Capitalization

As of October 31, 2025
Large 14.04%
Mid 33.06%
Small 52.91%
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Region Exposure

% Developed Markets: 40.85%    % Emerging Markets: 60.62%    % Unidentified Markets: -1.47%

Americas 8.99%
1.48%
Canada 0.32%
United States 1.16%
7.51%
Brazil 3.81%
Chile 0.74%
Colombia 0.08%
Mexico 2.74%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.53%
United Kingdom 0.01%
0.73%
Belgium 0.10%
France 0.01%
Greece 0.60%
Netherlands 0.00%
Spain 0.01%
2.73%
Poland 1.68%
Turkey 0.89%
9.06%
Qatar 0.72%
Saudi Arabia 3.08%
South Africa 3.00%
United Arab Emirates 1.41%
Greater Asia 79.95%
Japan 0.00%
0.27%
Australia 0.27%
35.25%
Hong Kong 6.45%
Singapore 0.32%
South Korea 9.62%
Taiwan 18.85%
44.43%
China 20.17%
India 19.86%
Indonesia 1.46%
Malaysia 1.36%
Philippines 0.66%
Thailand 0.92%
Unidentified Region -1.47%

Stock Sector Exposure

Cyclical
39.33%
Materials
13.88%
Consumer Discretionary
11.81%
Financials
9.66%
Real Estate
3.99%
Sensitive
39.89%
Communication Services
3.27%
Energy
1.45%
Industrials
18.32%
Information Technology
16.85%
Defensive
18.30%
Consumer Staples
5.96%
Health Care
8.71%
Utilities
3.63%
Not Classified
2.48%
Non Classified Equity
0.73%
Not Classified - Non Equity
1.75%
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