Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.88%
Stock 96.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.65%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 92.39%
Mid 6.55%
Small 1.06%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 49.69%    % Emerging Markets: 50.33%    % Unidentified Markets: -0.02%

Americas 13.98%
3.11%
Canada 0.23%
United States 2.88%
10.87%
Brazil 5.62%
Mexico 2.95%
Peru 0.90%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.22%
United Kingdom 0.00%
4.85%
Austria 1.69%
Greece 0.86%
Netherlands 0.56%
Switzerland 1.03%
1.13%
Poland 1.13%
Turkey 0.00%
9.23%
Saudi Arabia 1.19%
South Africa 4.67%
United Arab Emirates 3.38%
Greater Asia 70.83%
Japan 0.00%
0.00%
36.95%
Hong Kong 6.59%
Singapore 1.10%
South Korea 13.74%
Taiwan 15.52%
33.87%
China 18.67%
India 12.77%
Indonesia 0.63%
Malaysia 0.54%
Thailand 1.26%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
39.41%
Materials
4.60%
Consumer Discretionary
11.63%
Financials
20.55%
Real Estate
2.63%
Sensitive
49.53%
Communication Services
10.69%
Energy
2.30%
Industrials
7.37%
Information Technology
29.17%
Defensive
11.06%
Consumer Staples
5.56%
Health Care
3.81%
Utilities
1.69%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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