Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.44%
Stock 98.11%
Bond 0.07%
Convertible 0.00%
Preferred 1.04%
Other 0.34%
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Market Capitalization

As of September 30, 2025
Large 91.04%
Mid 5.94%
Small 3.02%
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Region Exposure

% Developed Markets: 50.76%    % Emerging Markets: 48.81%    % Unidentified Markets: 0.42%

Americas 5.21%
0.28%
United States 0.28%
4.92%
Brazil 3.66%
Mexico 0.51%
Peru 0.75%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.68%
United Kingdom 0.64%
1.53%
Greece 1.09%
Netherlands 0.44%
2.64%
Poland 2.09%
3.87%
Egypt 0.43%
Saudi Arabia 0.60%
South Africa 1.41%
United Arab Emirates 1.43%
Greater Asia 85.69%
Japan 0.00%
0.00%
46.87%
Hong Kong 10.16%
Singapore 2.52%
South Korea 13.53%
Taiwan 19.79%
38.81%
China 19.89%
India 13.22%
Malaysia 2.66%
Philippines 1.51%
Thailand 0.52%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
36.25%
Materials
2.10%
Consumer Discretionary
13.13%
Financials
20.23%
Real Estate
0.80%
Sensitive
55.48%
Communication Services
12.64%
Energy
1.56%
Industrials
11.48%
Information Technology
29.81%
Defensive
7.10%
Consumer Staples
1.36%
Health Care
4.42%
Utilities
1.31%
Not Classified
1.17%
Non Classified Equity
1.01%
Not Classified - Non Equity
0.16%
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