Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.90%
Stock 98.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other -0.64%
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Market Capitalization

As of September 30, 2025
Large 64.78%
Mid 18.13%
Small 17.08%
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Region Exposure

% Developed Markets: 40.38%    % Emerging Markets: 60.57%    % Unidentified Markets: -0.95%

Americas 7.02%
0.43%
Canada 0.09%
United States 0.34%
6.60%
Brazil 3.58%
Chile 0.46%
Colombia 0.14%
Mexico 2.18%
Peru 0.11%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.79%
United Kingdom 0.05%
1.16%
Belgium 0.03%
France 0.01%
Greece 0.48%
Ireland 0.49%
Netherlands 0.10%
Spain 0.00%
Switzerland 0.03%
2.45%
Czech Republic 0.14%
Poland 1.19%
Turkey 0.87%
9.14%
Egypt 0.03%
Qatar 0.74%
Saudi Arabia 3.24%
South Africa 3.23%
United Arab Emirates 1.51%
Greater Asia 81.14%
Japan 0.00%
0.11%
Australia 0.11%
35.87%
Hong Kong 4.76%
Singapore 0.34%
South Korea 11.06%
Taiwan 19.71%
45.15%
China 22.95%
India 17.58%
Indonesia 1.31%
Malaysia 1.40%
Philippines 0.54%
Thailand 1.37%
Unidentified Region -0.95%

Stock Sector Exposure

Cyclical
42.06%
Materials
9.84%
Consumer Discretionary
12.46%
Financials
17.59%
Real Estate
2.16%
Sensitive
43.66%
Communication Services
7.76%
Energy
3.88%
Industrials
10.69%
Information Technology
21.33%
Defensive
11.85%
Consumer Staples
4.82%
Health Care
4.55%
Utilities
2.48%
Not Classified
2.43%
Non Classified Equity
0.30%
Not Classified - Non Equity
2.13%
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