Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.65%
Stock 97.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.52%
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Market Capitalization

As of October 31, 2025
Large 65.48%
Mid 21.82%
Small 12.70%
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Region Exposure

% Developed Markets: 41.53%    % Emerging Markets: 59.29%    % Unidentified Markets: -0.82%

Americas 14.15%
1.75%
United States 1.75%
12.40%
Brazil 7.75%
Mexico 1.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.53%
United Kingdom 1.21%
2.94%
Greece 2.94%
0.54%
Russia 0.54%
6.84%
Saudi Arabia 0.00%
South Africa 5.01%
United Arab Emirates 1.82%
Greater Asia 75.14%
Japan 0.00%
0.00%
32.45%
Hong Kong 2.11%
Singapore 1.99%
South Korea 1.08%
Taiwan 27.28%
42.69%
China 21.13%
India 12.54%
Indonesia 0.16%
Kazakhstan 1.98%
Philippines 3.66%
Thailand 2.03%
Unidentified Region -0.82%

Stock Sector Exposure

Cyclical
40.08%
Materials
0.00%
Consumer Discretionary
21.06%
Financials
10.62%
Real Estate
8.39%
Sensitive
47.43%
Communication Services
7.84%
Energy
0.00%
Industrials
10.80%
Information Technology
28.79%
Defensive
10.78%
Consumer Staples
3.32%
Health Care
4.44%
Utilities
3.02%
Not Classified
1.71%
Non Classified Equity
1.71%
Not Classified - Non Equity
0.00%
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