Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.67%
Stock 96.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.53%
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Market Capitalization

As of October 31, 2025
Large 55.53%
Mid 25.61%
Small 18.87%
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Region Exposure

% Developed Markets: 33.69%    % Emerging Markets: 59.98%    % Unidentified Markets: 6.33%

Americas 6.72%
2.67%
Canada 2.67%
4.04%
Argentina 2.31%
Peru 1.73%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.15%
United Kingdom 0.91%
6.29%
Greece 2.25%
4.82%
36.13%
Egypt 0.74%
Qatar 6.40%
Saudi Arabia 5.33%
United Arab Emirates 13.13%
Greater Asia 38.81%
Japan 0.00%
0.00%
0.00%
38.81%
Kazakhstan 5.92%
Pakistan 2.12%
Philippines 5.06%
Unidentified Region 6.33%

Stock Sector Exposure

Cyclical
70.08%
Materials
5.28%
Consumer Discretionary
8.17%
Financials
44.80%
Real Estate
11.83%
Sensitive
15.19%
Communication Services
0.00%
Energy
6.56%
Industrials
5.59%
Information Technology
3.04%
Defensive
5.59%
Consumer Staples
0.85%
Health Care
4.10%
Utilities
0.63%
Not Classified
9.14%
Non Classified Equity
9.14%
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