Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.86%
Stock 94.88%
Bond 2.02%
Convertible 0.00%
Preferred 1.24%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 45.52%
Mid 37.16%
Small 17.32%
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Region Exposure

% Developed Markets: 32.85%    % Emerging Markets: 65.53%    % Unidentified Markets: 1.62%

Americas 19.37%
2.25%
United States 2.25%
17.12%
Argentina 0.94%
Brazil 7.23%
Mexico 3.84%
Peru 1.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.17%
United Kingdom 0.87%
3.04%
Greece 3.04%
1.14%
Turkey 1.14%
10.11%
Saudi Arabia 1.83%
South Africa 4.01%
United Arab Emirates 4.27%
Greater Asia 63.83%
Japan 0.00%
2.05%
Australia 2.05%
18.83%
Hong Kong 1.02%
Singapore 1.51%
South Korea 7.51%
Taiwan 8.79%
42.95%
China 12.86%
India 25.28%
Indonesia 0.84%
Kazakhstan 0.91%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
34.26%
Materials
8.37%
Consumer Discretionary
9.54%
Financials
10.86%
Real Estate
5.48%
Sensitive
46.17%
Communication Services
0.00%
Energy
3.22%
Industrials
29.91%
Information Technology
13.04%
Defensive
15.01%
Consumer Staples
3.55%
Health Care
8.28%
Utilities
3.19%
Not Classified
4.56%
Non Classified Equity
0.91%
Not Classified - Non Equity
3.65%
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