Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.22%
Stock 98.21%
Bond 0.07%
Convertible 0.00%
Preferred 1.30%
Other 0.21%
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Market Capitalization

As of September 30, 2025
Large 63.16%
Mid 20.20%
Small 16.64%
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Region Exposure

% Developed Markets: 25.12%    % Emerging Markets: 75.29%    % Unidentified Markets: -0.41%

Americas 17.07%
1.08%
United States 1.08%
15.98%
Argentina 0.42%
Brazil 5.20%
Chile 2.45%
Colombia 0.67%
Mexico 5.62%
Peru 0.70%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.12%
United Kingdom 0.11%
3.69%
Belgium 0.07%
Greece 1.09%
Netherlands 0.23%
Switzerland 0.32%
10.10%
Czech Republic 0.69%
Poland 2.45%
Turkey 4.13%
19.23%
Egypt 0.67%
Nigeria 0.00%
Qatar 1.23%
Saudi Arabia 3.99%
South Africa 5.25%
United Arab Emirates 2.41%
Greater Asia 50.22%
Japan 0.00%
0.00%
15.32%
Hong Kong 2.42%
Singapore 0.32%
South Korea 5.08%
Taiwan 7.51%
34.89%
China 13.70%
India 6.09%
Indonesia 2.35%
Kazakhstan 0.59%
Malaysia 2.05%
Pakistan 0.69%
Philippines 1.04%
Thailand 4.51%
Unidentified Region -0.41%

Stock Sector Exposure

Cyclical
37.45%
Materials
10.04%
Consumer Discretionary
10.36%
Financials
12.14%
Real Estate
4.91%
Sensitive
38.59%
Communication Services
10.29%
Energy
7.81%
Industrials
9.65%
Information Technology
10.84%
Defensive
23.06%
Consumer Staples
8.72%
Health Care
8.28%
Utilities
6.05%
Not Classified
0.90%
Non Classified Equity
0.78%
Not Classified - Non Equity
0.13%
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