Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.68%
Stock 90.27%
Bond 0.84%
Convertible 0.00%
Preferred 5.16%
Other 1.06%
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Market Capitalization

As of September 30, 2025
Large 73.61%
Mid 16.60%
Small 9.79%
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Region Exposure

% Developed Markets: 44.88%    % Emerging Markets: 51.88%    % Unidentified Markets: 3.24%

Americas 23.47%
7.13%
Canada 0.28%
United States 6.85%
16.33%
Argentina 0.03%
Brazil 7.52%
Chile 0.06%
Colombia 0.19%
Mexico 3.89%
Peru 2.27%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.26%
United Kingdom 1.62%
4.16%
Netherlands 0.54%
Portugal 0.09%
Switzerland 2.04%
1.19%
Poland 0.13%
Turkey 0.72%
3.28%
Egypt 0.31%
Qatar 0.14%
Saudi Arabia 0.59%
South Africa 1.21%
United Arab Emirates 0.42%
Greater Asia 63.04%
Japan 0.00%
0.00%
29.23%
Hong Kong 7.92%
Singapore 1.18%
South Korea 7.71%
Taiwan 12.21%
33.80%
China 19.48%
India 6.68%
Indonesia 1.89%
Kazakhstan 0.48%
Malaysia 1.06%
Pakistan 0.13%
Philippines 1.65%
Thailand 1.27%
Unidentified Region 3.24%

Stock Sector Exposure

Cyclical
47.41%
Materials
5.87%
Consumer Discretionary
16.53%
Financials
23.32%
Real Estate
1.69%
Sensitive
39.29%
Communication Services
8.99%
Energy
5.45%
Industrials
6.85%
Information Technology
17.99%
Defensive
11.72%
Consumer Staples
5.61%
Health Care
3.45%
Utilities
2.66%
Not Classified
1.58%
Non Classified Equity
0.20%
Not Classified - Non Equity
1.38%
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