Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.44%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of October 31, 2025
Large 78.28%
Mid 14.29%
Small 7.43%
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Region Exposure

% Developed Markets: 47.63%    % Emerging Markets: 45.39%    % Unidentified Markets: 6.98%

Americas 9.96%
0.00%
9.96%
Argentina 1.21%
Brazil 2.58%
Mexico 4.90%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.37%
United Kingdom 0.00%
0.00%
0.80%
Poland 0.80%
1.57%
United Arab Emirates 1.57%
Greater Asia 80.69%
Japan 0.00%
0.00%
45.56%
Hong Kong 2.02%
Singapore 2.28%
South Korea 16.95%
Taiwan 24.31%
35.13%
China 23.71%
India 8.08%
Indonesia 1.04%
Kazakhstan 0.43%
Malaysia 0.71%
Unidentified Region 6.98%

Stock Sector Exposure

Cyclical
28.41%
Materials
3.96%
Consumer Discretionary
7.45%
Financials
15.46%
Real Estate
1.54%
Sensitive
62.68%
Communication Services
11.37%
Energy
0.00%
Industrials
14.79%
Information Technology
36.52%
Defensive
3.64%
Consumer Staples
2.18%
Health Care
1.46%
Utilities
0.00%
Not Classified
5.27%
Non Classified Equity
5.27%
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