Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.52%
Stock 98.06%
Bond 0.06%
Convertible 0.00%
Preferred 1.07%
Other 0.29%
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Market Capitalization

As of September 30, 2025
Large 65.05%
Mid 19.03%
Small 15.92%
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Region Exposure

% Developed Markets: 24.69%    % Emerging Markets: 75.53%    % Unidentified Markets: -0.22%

Americas 16.07%
0.99%
United States 0.99%
15.07%
Argentina 0.40%
Brazil 5.33%
Chile 2.24%
Colombia 0.67%
Mexico 4.88%
Peru 0.81%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.95%
United Kingdom 0.11%
3.84%
Belgium 0.07%
Greece 1.06%
Ireland 0.15%
Netherlands 0.24%
Switzerland 0.27%
10.22%
Czech Republic 0.59%
Poland 2.53%
Turkey 4.35%
19.78%
Egypt 0.61%
Nigeria 0.00%
Qatar 1.12%
Saudi Arabia 4.17%
South Africa 5.60%
United Arab Emirates 2.29%
Greater Asia 50.21%
Japan 0.00%
0.19%
Australia 0.19%
14.94%
Hong Kong 2.01%
Singapore 0.26%
South Korea 4.98%
Taiwan 7.69%
35.07%
China 12.91%
India 6.27%
Indonesia 2.30%
Kazakhstan 0.60%
Malaysia 2.14%
Pakistan 0.70%
Philippines 0.95%
Thailand 5.21%
Unidentified Region -0.22%

Stock Sector Exposure

Cyclical
37.71%
Materials
10.80%
Consumer Discretionary
9.98%
Financials
12.46%
Real Estate
4.47%
Sensitive
38.45%
Communication Services
9.99%
Energy
8.08%
Industrials
9.54%
Information Technology
10.85%
Defensive
22.96%
Consumer Staples
8.62%
Health Care
8.69%
Utilities
5.64%
Not Classified
0.88%
Non Classified Equity
0.77%
Not Classified - Non Equity
0.12%
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