Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.06%
Stock 97.12%
Bond 1.82%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 93.59%
Mid 5.43%
Small 0.98%
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Region Exposure

% Developed Markets: 43.78%    % Emerging Markets: 54.75%    % Unidentified Markets: 1.47%

Americas 15.03%
3.95%
Canada 1.39%
United States 2.56%
11.07%
Argentina 0.27%
Brazil 5.65%
Mexico 1.46%
Peru 1.24%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.41%
United Kingdom 0.00%
1.85%
Greece 1.42%
Switzerland 0.43%
1.66%
Poland 0.42%
5.90%
Saudi Arabia 0.48%
South Africa 2.97%
United Arab Emirates 2.45%
Greater Asia 74.10%
Japan 0.51%
0.00%
34.22%
Hong Kong 4.89%
Singapore 1.50%
South Korea 9.97%
Taiwan 17.86%
39.36%
China 27.47%
India 10.99%
Indonesia 0.90%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
37.69%
Materials
4.62%
Consumer Discretionary
12.03%
Financials
19.41%
Real Estate
1.62%
Sensitive
51.00%
Communication Services
14.78%
Energy
1.79%
Industrials
9.94%
Information Technology
24.49%
Defensive
8.03%
Consumer Staples
1.80%
Health Care
3.76%
Utilities
2.47%
Not Classified
3.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.28%
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