Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.83%
Stock 99.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.84%
Other -0.70%
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Market Capitalization

As of October 31, 2025
Large 65.14%
Mid 17.77%
Small 17.09%
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Region Exposure

% Developed Markets: 42.00%    % Emerging Markets: 59.01%    % Unidentified Markets: -1.00%

Americas 7.00%
0.64%
Canada 0.08%
United States 0.55%
6.36%
Brazil 3.48%
Chile 0.44%
Colombia 0.15%
Mexico 2.06%
Peru 0.11%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.61%
United Kingdom 0.04%
1.12%
Belgium 0.03%
France 0.01%
Greece 0.46%
Ireland 0.49%
Netherlands 0.09%
Spain 0.00%
Switzerland 0.03%
2.47%
Czech Republic 0.13%
Poland 1.22%
Turkey 0.85%
8.98%
Egypt 0.03%
Qatar 0.71%
Saudi Arabia 3.19%
South Africa 3.10%
United Arab Emirates 1.53%
Greater Asia 81.40%
Japan 0.00%
0.11%
Australia 0.11%
37.31%
Hong Kong 4.47%
Singapore 0.32%
South Korea 12.21%
Taiwan 20.31%
43.97%
China 21.79%
India 17.61%
Indonesia 1.34%
Malaysia 1.38%
Philippines 0.52%
Thailand 1.33%
Unidentified Region -1.00%

Stock Sector Exposure

Cyclical
41.24%
Materials
9.67%
Consumer Discretionary
11.93%
Financials
17.56%
Real Estate
2.07%
Sensitive
44.89%
Communication Services
7.27%
Energy
3.91%
Industrials
10.78%
Information Technology
22.93%
Defensive
11.51%
Consumer Staples
4.68%
Health Care
4.34%
Utilities
2.49%
Not Classified
2.37%
Non Classified Equity
0.38%
Not Classified - Non Equity
1.99%
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