Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.72%
Stock 94.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.48%
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Market Capitalization

As of October 31, 2025
Large 91.96%
Mid 5.12%
Small 2.93%
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Region Exposure

% Developed Markets: 40.03%    % Emerging Markets: 55.28%    % Unidentified Markets: 4.68%

Americas 17.77%
1.70%
Canada 0.05%
United States 1.65%
16.07%
Brazil 7.37%
Mexico 4.67%
Peru 1.68%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.92%
United Kingdom 0.00%
6.08%
Netherlands 6.08%
1.79%
Poland 1.79%
2.05%
South Africa 2.05%
Greater Asia 67.63%
Japan 0.00%
0.00%
32.25%
Hong Kong 3.16%
Singapore 5.44%
South Korea 8.60%
Taiwan 15.04%
35.38%
China 15.05%
India 13.73%
Indonesia 4.31%
Philippines 2.30%
Unidentified Region 4.68%

Stock Sector Exposure

Cyclical
53.13%
Materials
2.17%
Consumer Discretionary
24.94%
Financials
26.03%
Real Estate
0.00%
Sensitive
37.59%
Communication Services
2.59%
Energy
0.00%
Industrials
9.21%
Information Technology
25.78%
Defensive
9.28%
Consumer Staples
7.19%
Health Care
2.10%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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