Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.50%
Stock 92.21%
Bond 2.36%
Convertible 0.00%
Preferred 2.95%
Other -0.03%
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Market Capitalization

As of October 31, 2025
Large 87.75%
Mid 9.52%
Small 2.73%
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Region Exposure

% Developed Markets: 47.77%    % Emerging Markets: 51.75%    % Unidentified Markets: 0.48%

Americas 13.00%
2.38%
Canada 0.00%
United States 2.38%
10.63%
Brazil 6.21%
Chile 1.99%
Mexico 2.12%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.60%
United Kingdom 0.91%
2.49%
Greece 2.13%
Switzerland 0.00%
2.59%
Poland 2.06%
Turkey 0.52%
5.61%
Saudi Arabia 1.36%
South Africa 0.82%
United Arab Emirates 3.43%
Greater Asia 74.92%
Japan 0.00%
0.00%
38.25%
Hong Kong 6.48%
Singapore 0.00%
South Korea 16.19%
Taiwan 15.58%
36.66%
China 23.54%
India 10.71%
Indonesia 0.38%
Philippines 0.96%
Thailand 1.06%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
40.30%
Materials
2.88%
Consumer Discretionary
8.74%
Financials
26.12%
Real Estate
2.55%
Sensitive
49.27%
Communication Services
11.61%
Energy
2.37%
Industrials
7.65%
Information Technology
27.65%
Defensive
5.66%
Consumer Staples
1.88%
Health Care
1.47%
Utilities
2.31%
Not Classified
4.77%
Non Classified Equity
0.61%
Not Classified - Non Equity
4.16%
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